CRM Contact- Life Stage – Customer – should create the Customer in Accounting

Home Forums General CRM Contact- Life Stage – Customer – should create the Customer in Accounting

This topic contains 1 reply, has 2 voices, and was last updated by  Shawon Chowdhury 1 year, 3 months ago.

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  • #6725

    vivmajor
    Participant

    Hi,
    I changed a CRM contact’s Life Stage to Customer and was expecting the Customer to appear in Accounting.
    This would be a very basic requirement for me for migrating NetSuite.
    Let me know if possible.
    Thanks

  • #6765

    Shawon Chowdhury
    Moderator

    @vivmajor,

    Yes, you got it right. Right now, you have to manually import customer in accounting from the CRM contacts.
    That is the only way to import customers to accounting till now. But we have a plan to add auto-import feature for accounting in future.

    Thank you 🙂

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