Skip to Main Content
Product Suggestions
Categories Integration
Created by Guest
Created on Aug 19, 2019

Sync customer name, tel and address changes to Accounts

It would be useful if changing details for an existing customer in the CRM updated the record in the ERP/Inventory/Accounts system at the same time.

  • Attach files
  • Admin
    Andrew Ardron
    Reply
    |
    Dec 7, 2023

    This feature is now available for users of Unleashed. Once we've finished rolling that out (and actioned some of the feedback) then we will consider others... however not all systems we integrate with have the right API's so this may still be restricted to some integrations and not others.

  • Guest
    Reply
    |
    Aug 19, 2019

    We definitely need this feature, others the work load will double up as we then need to amend the changes in Exchequer.

  • +17
1 MERGED

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...
Guest over 5 years ago in Exchequer 0