You control the updating of addresses. Typically we recommend that you implement a policy that specifies which system, CRM or Accounting will be considered the master database for address information. When you run the Accounting Link you can choose whether Legrand CRM updates QuickBooks addresses or the other way around. You can also run a report that compares addresses in the two systems and highlights the differences
Once my Customer information has been transferred to Legrand CRM what happens to address changes? Print
Modified on: Wed, 25 Nov, 2015 at 1:15 PM
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