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Created by Guest
Created on Nov 27, 2023

Contact Sync to work with 1 Sales Ledger to Many Companies

Currently the Contact Sync will only work for the Default Company on the Sales Ledger but if you have many Companies attached to the 1 ledger this means the Contacts for the other Companies won't be included in the sync.

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  • Guest
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    Nov 28, 2023

    Two-way Contact Sync with Unleashed currently does not work where contacts are arranged in company groups. Unleashed does not allow Company groups, but in Prospect we find it best top organize customers by State and/or location. Would like UNleashed contacts to sync with Prospect to avoid duplication of effort as promised.

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