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