Hello
I am involved in the process of migrating accounts and contacts into ByDesign, but have come across a couple of questions that I can't seem to find an answer to anywhere!
Firstly, is it possible to specify the 'Contact ID' reference range. I have found how to set the Account ID for suppliers and customers, and also how to set the Employee ID for employees within Fine Tuning, but cannot seem to find the same feature for the Contact ID. Is it possible to set this field up to have a certain amount of digits, and between certain values when automated?
My other question regards having contacts linked to more than one account. I understand it is possible to have a contact linked to multiple accounts, but how? Is it possible from the Migration Templates? Is it a simple case of using the same Contact ID and information, but differing Account IDs on the 'Contacts' tab of the Template?
Any help is much appreciated.
Thanks
Andrew