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Reply To: Customers in CRM not automatically moving to Accounting

Home Forums Accounting Customers in CRM not automatically moving to Accounting Reply To: Customers in CRM not automatically moving to Accounting

#100433
Digi Admin
Participant

In case anybody needs help:

  • in case you switched on synchronisation, ONLY NEW contacts created in CRM module wil be “exported-duplicated” into ACCOUNTING module. All previously created contacts in CRM module will remain visible only in CRM module.
  • After you switch on synchronization, you must create users in CRM module. If you create user in ACCOUNTING module, they will not be exported into CRM module.

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