Go to the Companies module to select a company record and click the ‘Accounting’ tab. In the accounting panel, select the drop-down menu and click ‘Create new Customer account in Sybiz SQL’.
Use the drop-down field to select a Customer Group, Term and Sales Person then click ‘CREATE’.
After creating the customer in Sybiz SQL, you can see the customer’s accounting code, accounting ID, sales, receivables and notes in Legrand CRM.