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Status Already exists
Categories Automation
Created by Guest
Created on Jan 21, 2021

Add Support for Single Companies in the Missing Customer Import

With the introduction of the Single Company feature, some customers who deal with only single companies would like it if there was a way to import new accounts from the respective accounting system to the CRM as a single company.

As it stands, the Missing Customer Imports will only transfer accounts as company groups which means manually having to convert the account each time. This would require adjustments to Automation Manager in order to support this feature.

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