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CashBox Reporting for Salesforce Release Notes 3.7

CashBox Reporting for Salesforce Release Notes 3.7

Bug Fixes

The following Bug was fixed in 3.7:

Summary Description

Import fails to recognize mapping to local account by Customer ID alone (when No New Accounts is FALSE)

Problems reported where when “No new accounts” setting is turned OFF (unchecked), and a local SFDC account exists with a “Customer ID” populated but without a “VID”, the import would first create a new account and then error the import due to duplicate account.

With this fix, the import job now checks on the “Customer ID” prior to creating the new account and if it exists, it attributes all imported objects to the native (SFDC) account. 

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