I have 750 contacts in CRM, with about 30 customers. But when I try to create a sale, the Accounting / Invoicing routine cannot see the customers or pull them up. Surely I don’t have to enter them twice? How can I import ‘Customers’ in the CRM so invoices can be created?
You do not need to duplicate the customers if you have them already. Typing the 3 characters of the custom, either for the first name or the last name should find it automatically from the customer list like this-> http://prntscr.com/mcr3n3
I try to type in the 3 letters from a customer and they don’t populate in the Accounting module.
When I try to add the user into the Accounting module I get a ‘Created’ message but when I go to that customer in the CRM module they are no longer listed as a customer. Their Life Status gets blanked out. Is there a way to get the Customers in the CRM module to also be listed in the Accounting module?
You can actually take the CRM contacts that have customer life stages to the Accounting customer list. You need to enable the auto-import from the settings. Please follow this screenshot: https://prnt.sc/pf4vm5