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CRM Contact- Life Stage – Customer – should create the Customer in Accounting

Tagged: accounting, create Customer, CRM Contact, Life Stage

This topic has 1 reply, 2 voices, and was last updated 7 years, 7 months ago by Shawon Chowdhury.

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- April 27, 2017 at 7:16 pm #6725
  
  vivmajor
  Participant
  
  Hi,
  I changed a CRM contact’s Life Stage to Customer and was expecting the Customer to appear in Accounting.
  This would be a very basic requirement for me for migrating NetSuite.
  Let me know if possible.
  Thanks
- April 29, 2017 at 12:16 am #6765
  
  Shawon Chowdhury
  Moderator
  
  @vivmajor,
  
  Yes, you got it right. Right now, you have to manually import customer in accounting from the CRM contacts.
  That is the only way to import customers to accounting till now. But we have a plan to add auto-import feature for accounting in future.
  
  Thank you 🙂
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