Customers from CRM not visible in Accounting

Home Forums Accounting Customers from CRM not visible in Accounting

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    • #4027
      Tom
      Participant

      When using the Accounting Module and creating customers, I am unable to see customers created in the CRM module. Is there any way to pull customers from thee CRM module into the Accounting Module and vice versa?

    • #4030
      Tom
      Participant

      Hi Folks,

      Just wanted to update that the issue mentioned in my first post has been resolved. When adding to either module, the plugin checks the email ID and reports that the customer is present and asks if the customer is to imported.

      Hence above issue resolved.

      Thanks.

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