Products
- ERP CoreCheck what you will get with WP ERP Free plan
- HR ManagementExplore all features inside our WordPress HRM module
- CRMPeek into our powerful CRM module
- AccountingFeature-rich Accounting module from WP ERP
- Product textWP ERP: Your all-in-one solution to streamline business operations
Extensions
- All ExtensionsFor enhanced functionalities
- HR ExtensionsAutomate HRM tasks
- CRM Extensions3rd party integrations
- Accounting ExtensionsSimplify your finances
- Extenstion textPick the modules you need, avoid paying for the ones you don’t
Pricing
Blog
Help
- DemoNo credit card required
- Contact24/7 support
- DocsStep-by-step guides
- Help textTry before you buy, with help anytime
Sign In

Customer contact is not sync between CRM & ACCOUNTING module

Tagged: accounting, contact, crm, customer

This topic has 3 replies, 2 voices, and was last updated 4 years, 2 months ago by hpa105.

Viewing 3 reply threads

Author

Posts
- January 20, 2020 at 6:45 am #64336
  
  hpa105
  Participant
  
  I reate customer contact in CRM module. It worked. However, when I come to Accounting, there’s nothing even I ve tried to add new. Accounting module might not work properly. Please help me.
  I ve tried both new version 1.5.11 just released and the old 1.5.5 downloaded from offficial site.
  Thanks!
- January 20, 2020 at 9:10 am #64339
  
  Jay
  Participant
  
  Hello,
  
  Can you please explain the problem? It’s really not possible to have an idea about the issue unless hearing in detail. ‘there’s nothing’ means it doesn’t load? In that case, make sure your permalink is set to the ‘post-name’.
  
  Thanks
- January 21, 2020 at 10:30 am #64519
  
  hpa105
  Participant
  
  Dear,
  I think it like you said, it didnt load.
  I created a customer contact named Harry for example in CRM module to log call, meeting…
  I hope that when there is a sale from Harry, I can create an invoice, and payment in Accounting module. However, when I access Accounting module, I didnt see any contact, in this case Harry. Then I cannot do anything in Accounting module.
  For example, Cannot add new Customer in Accounting module.
  
  I have tried in both version 1.5.t and 1.5.11.
  
  Please support me. Thanks for your help!
- February 7, 2020 at 3:12 pm #65927
  
  hpa105
  Participant
  
  @Mehedi Hasan,
  
  Can you help me for this above issue?
Author

Posts

Viewing 3 reply threads

The forum ‘General’ is closed to new topics and replies.

Supercharge Your Growing Business with
All-in-one Business Manager

Upgrade WP ERP Pro

10,000+ successful businesses

14 days no questions asked refund policy

Industry leading 24x7 support

Supercharge
your growing business from your
WordPress dashboard

Products

Company

Resources

© 2015-2024 WP ERP. Built by the folks at weDevs.

Contact Us

Reach out to us for any inquiry