Front Page › Forums › Accounting › How To Import Customers in CRM to Accounting for Sales / Invoicing? › Reply To: How To Import Customers in CRM to Accounting for Sales / Invoicing?
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.