If you have separate records in Legrand CRM and MYOB EXO for the same customer, you can link the two records in Legrand CRM.
Go to the Companies module in Legrand CRM to select the company. In the ‘Accounting’ tab, click on the drop-down menu and select ‘Link to existing MYOB EXO account’.
Specify the MYOB EXO account’s ‘Type’ (i.e. Customer or Supplier) and type the ‘MYOB EXO AccNo’ for that account. The MYOB EXO AccNo is the unique number used to identify the customer or supplier.
Click ‘SAVE’ and exit.
The icon in the accounting tab indicates that the Legrand CRM Company successfully links to the MYOB EXO account.
