How to create a Customer in MYOB AccountRight from Legrand CRM Go to the Companies module to select a company record and click the ‘Accounting’ tab. In the accounting panel, select...
How to link a Legrand CRM Company to an existing Customer in MYOB AccountRight In some cases, you may have a separate Legrand CRM company record and an MYOB AccountRight record for the same...
How to get an account update from MYOB AccountRight Legrand CRM enables you to retrieve account updates from MYOB AccountRight from within your CRM database. To access this function,...
How to retrieve a financial summary for an MYOB AccountRight Customer in Legrand CRM MYOB AccountRight Accounting Summary Go to the Companies module and select a company. Users with permission should be able to...
How to clear the accounting link between Legrand CRM and MYOB AccountRight Legrand CRM enables you to remove the link between a Legrand CRM record and a MYOB AccountRight record. Simply select...