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Digi Admin

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  • in reply to: Customers in CRM not automatically moving to Accounting #100433
    Digi Admin
    Participant

    In case anybody needs help:

    • in case you switched on synchronisation, ONLY NEW contacts created in CRM module wil be “exported-duplicated” into ACCOUNTING module. All previously created contacts in CRM module will remain visible only in CRM module.
    • After you switch on synchronization, you must create users in CRM module. If you create user in ACCOUNTING module, they will not be exported into CRM module.
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