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Customers Articles   Subscribe
How to add images for Items or Customers
Viewed 18852 times since Mon, Sep 8, 2014
Summary: How to add images for Items or Customers Solution: Item images are stored in: Radiant Systems\CounterPoint\CPSQL.1\Toplevel\[Company]\Configuration\ItemImages Customer images are stored in: Radiant Systems\... Read More
Unable to email Customer Statements, email button is greyed out
Viewed 1791 times since Tue, Jan 13, 2015
Summary: Email button is greyed out on Customer Statements screen Email button is greyed out when trying to email customer statements in Customers / Reports / Statements Cause: The User's System Security code is not setup to allow emailing of... Read More
How to post a credit card payment to a customer’s AR Charge account
Viewed 1654 times since Thu, Jul 24, 2014
Summary: Are credit card paycodes allowed when entering cash receipts through Customers/ Cash Receipts/ Enter? How to post a credit card payment to a customer's AR Charge account Cause: Authorization of Credit Cards through Customers/ Cash... Read More
Reapply A/R Document button is greyed out
Viewed 1205 times since Tue, Sep 16, 2014
Summary: The Reapply A/R Document is greyed out on the A/R Documents tab in Customers / Account Management. Cause: If this is an option in the Menu Code for the User ID experiencing the issue, Group by apply-to may be selected. Solution: ... Read More
Error: Cannot merge Ecommerce customers
Viewed 957 times since Thu, Jul 10, 2014
Summary: Error: Cannot merge ecommerce customers. Cause: Neither customer in a merge can be an Ecommerce customer. Solution: The Ecommerce Flag may be removed from each customer record, but this is not recommended if any open CPOnline orders are... Read More
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