If you have a separate Legrand CRM record and Sybiz SQL record for the same customer, you can link the two records in Legrand CRM. Go to the Companies module and select the company record that has not been linked to Sybiz SQL. In the ‘Accounting’ tab, click on the icon in the top left as shown and select ‘Link to Existing Sybiz SQL account’.
In the pop-up screen, specify the type of Sybiz SQL account you are linking to and enter the Sybiz SQL AccNo of that account. The account type is either Customer or Supplier. The ‘AccNo’ is the unique ‘Code’ used to identify that customer or supplier in Sybiz SQL.
After you enter the correct information, click ‘SAVE’ to link the two records. Once you have linked the two records, financial information from Sybiz is stored in Legrand CRM’s ‘Accounting’ tab.