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I try to type in the 3 letters from a customer and they don’t populate in the Accounting module.
When I try to add the user into the Accounting module I get a ‘Created’ message but when I go to that customer in the CRM module they are no longer listed as a customer. Their Life Status gets blanked out. Is there a way to get the Customers in the CRM module to also be listed in the Accounting module?