|
|
|
Support for the Blue Alligator applications
You are not logged in.
just working way through initial set up. have printed off 'getting started with your data' so am trying to work in tandem with this.
have downloaded CSV templates and have gone for locations and reps (easiest as we only have two), and entered details.
when saving file i get message 'locations.csv may contain features not compatible with CSV (comma delimited) and offers a couple of options - save but leave out incompatible items, or save in latest XL format to preserve features.
any ideas???
Offline
This is just a generic warning by Excel to let you know that saving your document as a CSV file would lose any formatting or formulas that may be present in a spreadsheet (in this instance there won't be any).
Simply click Yes to save your CSV file.
Offline
Help please, I am a sales agent who currently has 5 companies which I represent, until the companies get system updates then i aim to use the app as a catalouge and order taker i have down loaded the templates and saved them, I have then chosen the reps and locations templates and made my changes, But cannot get them uploaded,
Offline
Make sure that the filename you've specified in the file mappings screen against the rep data file matches exactly with the name of your CSV file.
For example, if your file is reps.csv then you need to specify reps.csv in the file mapping screen.
Please note: if you're a Windows user then Windows is sometimes configured to hide file extensions. Therefore, the filename may appear as just reps in Windows, but it is actually reps.csv.
Offline
thanks got that done, can you tell me how to export my contacts from icloud into the system
Offline
We're not aware of any methods for exporting contacts from the Apple iCloud.
Offline
Thanks for that I have uplo9aded some customers as a test/ learning etc, But the will not download on my ipad.
Offline
Our Getting Started With Your Data guide, available in the Downloads section of this site, is a "must read" as there are a number of steps that must be followed (in sequence) in order to prepare your data before downloading onto your iPad.
Offline
| Apple, the Apple logo, iPod, iPod touch, iPad and iTunes are trademarks of Apple Inc., registered in the U.S. and other countries. iPhone is a trademark of Apple Inc. App Store is a service mark of Apple Inc. |