Xi23000 / qb1

qb1
0 stars 0 forks source link

Customer List on Website does not match list in Quickbooks #11

Closed Xi23000 closed 7 years ago

Xi23000 commented 7 years ago

It appears as if the website is missing some customers, the customer list should be in sync

image

image

consuspk commented 7 years ago

because we put condition on customer import, only customer will import have email address and no repetitions

Xi23000 commented 7 years ago

No Repetitions makes sense, but please sync also the ones without emails (I understand they wont's be able to login)

consuspk commented 7 years ago

updated

Xi23000 commented 7 years ago

Some of this accounts I don't want to show/display, what can be done? The ones that say "miscellaneous"

image

Xi23000 commented 7 years ago

What you think regarding this?

consuspk commented 7 years ago

Hold for next Phase

consuspk commented 7 years ago

This list by default shows the Active QB Customer in QB, further we can add another option on website to mark them Archive so you will see only customer which are not Archive let me know if it works

Xi23000 commented 7 years ago

What is the sync logic? Every time the sync runs it transfers the customer that are not currently in SQL?

consuspk commented 7 years ago

Import new customers and update existing.

Xi23000 commented 7 years ago

Just so we can finish with this let's change the logic a bit, you told me this: "we put condition on customer import, only customer will import have email address and no repetitions"

Lets do the following:

Import the Customer even if it has no email address If the email address of the customer is already in the website database then clear/leave blank email address for that customer being imported

And in the Admin web site a list of "Excluded Customers" any customer on that list won't show on the web site list of customers, This is done because certain customer must be excluded.

consuspk commented 7 years ago

Following part is done, second in next phase

Import the Customer even if it has no email address If the email address of the customer is already in the website database then clear/leave blank email address for that customer being imported