How To Import Customers in CRM to Accounting for Sales / Invoicing?

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This topic contains 1 reply, has 2 voices, and was last updated by  Mehedi Hasan 5 months, 2 weeks ago.

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  • #29868

    BIGMARK
    Participant

    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?

  • #29884

    Mehedi Hasan
    Moderator

    Hello,

    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

    Note: You'll need to type at least 3 characters.

    Thanks

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