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?

#54403
jiracheta
Participant

I try to type in the 3 letters from a customer and they don’t populate in the Accounting module.

When I try to add the user into the Accounting module I get a ‘Created’ message but when I go to that customer in the CRM module they are no longer listed as a customer. Their Life Status gets blanked out. Is there a way to get the Customers in the CRM module to also be listed in the Accounting module?

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