Reply To: Add CRM Module "Customer" to Accounting Customer" Automatically.

Front Page Forums Accounting Add CRM Module "Customer" to Accounting Customer" Automatically. Reply To: Add CRM Module "Customer" to Accounting Customer" Automatically.

#8781
CyberLoft
Participant

Also, from your reply, you mention that “when a new ‘CRM Customer’ it adds it as an Accounting Customer as well. Will the new functionality ONLY add the CONTACT when the Life Stage is changed to Customer in the CRM or will it simply add it when ANY NEW CONTACT is added to CRM?

Contact Us

Reach out to us for any inquiry

You must enter full name
You must enter email
You must enter message

We received your message

We will reach you with your email address soon. Thank you for the time!