Add CRM Module "Customer" to Accounting Customer" Automatically.

Tagged: Belgium Fake ID card online, Fake Canadian VISA for sale, French registered passport for sell, Get biometric Brazil passport online

This topic has 15 replies, 8 voices, and was last updated 4 years, 8 months ago by Alejandro Hahn.

Viewing 12 reply threads

Author

Posts
- June 7, 2017 at 5:01 am #7588
  
  CyberLoft
  Participant
  
  Currently, we have to go “around the world” to create an Accounting Module Customer from a CRM Customer.
  Even if the CRM Contact has the Status of “Customer”, it is not found as a “Customer” in Accounting.
  
  We have to:
  1. Go to the CRM Module and locate the e-mail address listed in the CRM Customer.
  2. Go to the Accounting Customer Tab and Add Customer
  3. Type in the e-mail address from the CRM Customer
  4. Agree to Import the CRM Customer as an Accounting Customer
  5. Save the new Accounting Customer
  6. Go to the Accounting Sales Tab and create a new Invoice.
  7. THEN we can select the Accounting Customer for use with our Invoice/Sale.
  
  WHEW! A lot of steps given todays technology. I guess I could simply write a DB script to pull the data automatically when I change the STATUS to Customer in the CRM, but I would have thought WP ERP would do that.
  
  Is it possible at all to have it where an Accounting Module Customer is automatically created when we change the Status for a CRM Contact from, Lead or Opportunity to Customer?
- June 7, 2017 at 12:02 pm #7593
  
  Shawon Chowdhury
  Moderator
  
  @cyberloft,
  Thanks for your post.
  Your steps are perfect for now. But we do have a plan to add an automation in future so that whenever a new customer is added in CRM, it will also be added in Accounting. Hope we will add this feature in WP ERP by this month.
  
  Cheers 🙂
  - August 3, 2017 at 5:12 am #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?
  - August 5, 2017 at 12:43 pm #8904
    
    Shawon Chowdhury
    Moderator
    
    @CyberLoft,
    I think logical will be to add a customer in Accounting automatically when a customer (life stage = customer in CRM -> Contacts) is added in CRM -> Contacts.
    
    And we are expecting that this feature will be available by this month.
    
    Thanks 🙂
- July 17, 2017 at 9:58 pm #8432
  
  adaniieel
  Participant
  
  Good morning, I’m also interested in implementing this functionality. I will be following up on the subject, and knowing when to launch this update. Good job, this week we are assigning a developer to start evaluating paid plugins, but we want to make sure the standard system is fully functional.
- July 18, 2017 at 9:38 pm #8480
  
  Shawon Chowdhury
  Moderator
  
  @adaniieel,
  
  Thanks for writing. You will be surely notified once this functionality is available in WP ERP. And that is going to happen very soon!
  
  Cheers 🙂
- August 3, 2017 at 3:09 am #8780
  
  CyberLoft
  Participant
  
  Any updates on this functionality? I’m trying to avoid having to write our own script :). If not already available (did not see anything new), is there a tentative date as to when this might be available?
  
  Thanks
  CyberLoft Technology Solutions
  Atlanta, GA
  - August 5, 2017 at 12:48 pm #8905
    
    Shawon Chowdhury
    Moderator
    
    @cyberloft,
    You are right. This feature is not available till now.
    We are expecting that this feature will be available by this month.
    
    Cheers 🙂
- August 24, 2017 at 7:07 pm #9299
  
  MEHDI MOUSSA
  Participant
  
  Hi any news about this feature 🙂 ? thank you
- August 24, 2017 at 11:19 pm #9301
  
  CyberLoft
  Participant
  
  Yes, we are anxiously awaiting this. I was wondering why you would need to “separate” the CRM and Accounting database with regard to “Customer Information”.
  
  When a CRM Contact is changed to “Customer” the CRM Customer Information fields in their existing table could simply become accessible TO THE Accounting Module instead of using a separate table. I would not have a problem with making it mandatory that all customer information edits be done via the CRM, in fact that makes more sense so you don’t have a new address in the customer’s Accounting Module table and an old address in the CRM.
  
  It’s like displaying a form with fields from multiple data sources instead of creating separate data sources full of duplicate information. This would simplify the modifications necessary to make this happen. Keep it simple I always say. displaying fields in ANY AREA of WordPress is merely a database “CALL”. Currently, if I am correct, you guys are populating two entirely separate tables for CRM and Accounting, when customer information should be stored in ONE TABLE yet accessible by all modules. This way, no matter where you EDIT the customer information, it shows up with the modified data in every place within WP-ERP.
  
  Just babbling here, but anxious to see it in action.
- August 26, 2017 at 3:55 pm #9308
  
  Shawon Chowdhury
  Moderator
  
  @cyberloft,
  
  You are absolutely right! And yes, this feature will be available very soon.
  
  Thanks for being with us 🙂
- October 13, 2017 at 3:26 pm #10115
  
  konnor
  Participant
  
  @shawon786
  Any updates? Is this feature available already? I am searching for ERP solution for my company and this feature is quite an argument to choose WPerp
- October 17, 2017 at 12:52 pm #10152
  
  Shawon Chowdhury
  Moderator
  
  @konnor,
  
  Yes, this feature is ready and will be added in the next release.
  Hope we’ll release a version by this Thursday!
  
  Thanks 🙂
- March 21, 2019 at 9:59 pm #34929
  
  TikotanR
  Participant
  
  w w w. buyrealdocuments.cc Our team is a unique producer of quality Original ID cards, drivers license.
  We offer only original high-quality Registered Passport, driver’s licenses, id card, certificate, Diplomas, stamps and other products for a number of countries like:
  UK, Australia, Belgium, Brazil, Canada, Italy, Finland, France, Germany, Netherlands, Portugal, Spain, Sweden, Norway, Malaysia, Poland, United Kingdom. This list is not full.
  
  To the additional information and place the order just visit our website:
  
  w w w. buyrealdocuments.cc w w w. buyrealdocuments.cc
  
  >> Contact e-mail:
  
  General support: support(a)buyrealdocuments.cc
  
  —————————–
  Keywords:
  
  obtain Registered Passport,
  obtain false Passport,
  obtain novelty Passport,
  obtain Registered driver license,
  obtain false driver license,
  obtain novelty driver license,
  obtain Diplomatic Passport,
  purchase Registered Passport,
  purchase false Passport,
  purchase novelty passport,
  purchase Registered driver licenses,
  purchase false driver license,
  purchase novelty driver license,
  purchase Diplomatic Passport
  sell Registered Passport,
  sell false Passport,
  sell novelty Passport,
  sell Registered driver license,
  sell false driver license,
  sell novelty driver license,
  Registered Passport,
  false Passport,
  novelty Passport,
  Registered driving license,
  false driving license,
  novelty driver license,
  Diplomatic Passport,
  
  Argentine registered passport, identity card, driving license buy online
  Australian registered passport, identity card, driving license buy online
  Austrian registered passport, identity card, driving license buy online
  Belgian registered passport, identity card, driving license buy online
  Brazilian registered passport, identity card, driving license buy online
  Bulgarian registered passport, identity card, driving license buy online
  Canadian registered passport, identity card, driving license buy online
  Chinese registered passport, identity card, driving license buy online
  Cuban registered passport, identity card, driving license buy online
  Cypriot registered passport, identity card, driving license buy online
  Czech registered passport, identity card, driving license buy online
  Danish registered passport, identity card, driving license buy online
  Dominican Republic registered passport, identity card, driving license buy online
  Ecuadorian registered passport, identity card, driving license buy online
  Estonian registered passport, identity card, driving license buy online
  Finnish registered passport, identity card, driving license buy online
  French registered passport, identity card, driving license buy online
  German registered passport, identity card, driving license buy online
  Greek registered passport, identity card, driving license buy online
  Hungarian registered passport, identity card, driving license buy online
  Icelandic registered passport, identity card, driving license buy online
  Indian registered passport, identity card, driving license buy online
  Indonesian registered passport, identity card, driving license buy online
  Irish registered passport, identity card, driving license buy online
  Israeli registered passport, identity card, driving license buy online
  Italian registered passport, identity card, driving license buy online
  Japanese registered passport, identity card, driving license buy online
  Korean registered passport, identity card, driving license buy online
  Latvian registered passport, identity card, driving license buy online
  Lithuanian registered passport, identity card, driving license buy online
  Luxembourgian registered passport, identity card, driving license buy online
  Malaysian registered passport, identity card, driving license buy online
  Mexican registered passport, identity card, driving license buy online
  Monegasque registered passport, identity card, driving license buy online
  Dutch registered passport, identity card, driving license buy online
  New Zealand registered passport, identity card, driving license buy online
  Norwegian registered passport, identity card, driving license buy online
  Philippine registered passport, identity card, driving license buy online
  Polish registered passport, identity card, driving license buy online
  Portuguese registered passport, identity card, driving license buy online
  Romanian registered passport, identity card, driving license buy online
  Russian registered passport, identity card, driving license buy online
  Saudi Arabia registered passport, identity card, driving license buy online
  Singapore registered passport, identity card, driving license buy online
  Slovak registered passport, identity card, driving license buy online
  Slovenian registered passport, identity card, driving license buy online
  South African registered passport, identity card, driving license buy online
  Spanish registered passport, identity card, driving license buy online
  Swedish registered passport, identity card, driving license buy online
  Swiss registered passport, identity card, driving license buy online
  Taiwan registered passport, identity card, driving license buy online
  Thai registered passport, identity card, driving license buy online
  Turkish registered passport, identity card, driving license buy online
  Emirati registered passport, identity card, driving license buy online
  British registered passport, identity card, driving license buy online
  American registered passport, identity card, driving license buy online
  
  To the additional information and place the order just visit our website:
  
  w w w. buyrealdocuments.cc w w w. buyrealdocuments.cc
  
  >> Contact e-mail:
  
  General support: support(a)buyrealdocuments.cc
- January 19, 2020 at 2:48 pm #64315
  
  hpa105
  Participant
  
  It seems to be not applied. I cannot see any customer in CRM module in Accounting module. In addition, I also cannot create new customer in Accounting module.
- February 25, 2020 at 2:13 am #67735
  
  Alejandro Hahn
  Participant
  
  Some of the customers in the CRM module can’t be found in the Accounting module.
  Tech support suggested to add the customer in the Accounting module but doesn’t work and in addition to not working deletes the data for that customer in the CRM module
Author

Posts