Customers from CRM not visible in Accounting

Tagged: Availability of customers between Accounting and CRM modules

This topic has 1 reply, 1 voice, and was last updated 7 years, 12 months ago by Tom.

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- December 23, 2016 at 5:52 pm #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?
- December 24, 2016 at 2:14 am #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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