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Categories Exchequer
Created by Guest
Created on Aug 7, 2019

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit SPA-I-884 Sync customer name, tel and address changes to Accounts.

Transfer Address Changes to Exchequer Merged

At the moment if an address change/company name change is made in Prospect CRM there is no option to transfer these changes to the account in Exchequer. It would be helpful to show a banner on the division record when a change such as this is made with the option to make the changes in Exchequer. 

0 MERGED

Division Address Editing in Prospect WebUI can change address in Exchequer

Merged
It keeps this feature from the desktop 365, so details do not need to be changed in both Exchequer and CRM.
Guest almost 5 years ago in Exchequer 1