How to retrieve a financial summary for a Sybiz Customer in Legrand CRM
Accounting Summary Go to the Companies module and select a company. Users with permission should be able to access the ‘Accounting’ tab. The accounting summary shows the customer’s account code, accounting ID, account type, sales statistics, receivables and notes from Sybiz SQL. Enable Live Access If you have ‘Live Access’ enabled, Legrand CRM will…