Reply To: Add CRM Module "Customer" to Accounting Customer" Automatically.

Home Forums Accounting Add CRM Module "Customer" to Accounting Customer" Automatically. Reply To: Add CRM Module "Customer" to Accounting Customer" Automatically.

#8781
CyberLoft
Participant

Also, from your reply, you mention that “when a new ‘CRM Customer’ it adds it as an Accounting Customer as well. Will the new functionality ONLY add the CONTACT when the Life Stage is changed to Customer in the CRM or will it simply add it when ANY NEW CONTACT is added to CRM?

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