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Categories CRM App
Created by Guest
Created on Feb 24, 2021

Import Billing Address from DEAR into Sales Ledger Address

Within DEAR you can set a default delivery address & a default billing address. In some scenarios customers have not flagged in DEAR that the billing address is the default billing address. And instead have flagged the shipping address as the default. In this scenario we import all the customer accounts from DEAR with the shipping address as the division address and the sales ledger address. When actually we should still import the billing address and set this as the sales ledger address. It would also be good to have the option to set the default delivery address in the CRM, so we know which one to use as a default when creating CRM quotes.

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