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Reply To: How To Import Customers in CRM to Accounting for Sales / Invoicing?

Home Forums Accounting How To Import Customers in CRM to Accounting for Sales / Invoicing? Reply To: How To Import Customers in CRM to Accounting for Sales / Invoicing?

#29884
Jay
Participant

Hello,

You do not need to duplicate the customers if you have them already. Typing the 3 characters of the custom, either for the first name or the last name should find it automatically from the customer list like this-> http://prntscr.com/mcr3n3

Note: You’ll need to type at least 3 characters.

Thanks

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