Better National Account integration:
1. Allow N/As to be imported into CRM in config routine (much like Customers/Vendors)
2. AR customers tied to N/A will automatically have a relationship setup in CRM to show they belong to the N/A when importing Customers.
3. Allow promote to N/A.
4. Upon Promoting to AR Customer, allow to choose N/A they belong to
5. On N/A Company in CRM, allow viewing of subsidiary Invoices, etc.
by: Stacy D. | over a year ago | Customer Mgment (CRM)
Comments
Also need ability to add customers to NA at any point, even if they already have existing open invoices etc.
Aslo need to bring across Sales Reps from ERP to CRM at customer level - can't be done at the moment!!
National Accounts are brought over today and have been for the last two versions of the Integration (Sage Accpac ERP 5.5 & 5.6). There is no separate import routine they are just included. Additionally, in 5.6 a Relationship tab is added to show the different relationships. The National Account information can be seen on the Company Statistics Tab of a Customer linked to a National Account (Hint: scroll down).
I do like the other ideas on this post.
+1 for being able to see the Accpac AR account activity of the member accounts from the parent account AR Activity tab. This is part of Accpac AR Customer Inquiry and it seems logical the same info would be visible within CRM.