Web customer name must be filled in on all customers that upload contracts to WebX

Owned by John Nairn (Unlicensed)
Last updated: Jun 07, 2022 by Sharon Harden (Unlicensed)
1 min read

Ensure the customer has Web Customer Name filled in

MAKE SURE THERE ARE NO SYMBOLS IN THE Web Customer Name.  examples: @ & ' / .

  1. Open Readysell
  2. Click on Cards
  3. Search for and find card/customer
  4. On the right hand side
  5. On tab Settings
  6. On sub tab Customer Settings
  7. Field - Web Customer Name
  8. Make sure this is filled in correctly by loging into the Office Brands Web Admin site, find the customer, copy the organisation entity name from right to left and paste it into the field Web Customer Name.
  9. Save any changes you make.  From this point the Office Brands Sync task will run within the next 15 minutes to upload the contracts