On version 4.50 if you import new customer masterfile records into AR_Customer and you're using SageCRM, there's no way to check the box to "Relate to SageCRM" short of going into each new customer record and checking the box "Relate to SageCRM" to create the association.
Adding the ability to import from V/I directly from CU_Company would allow companies using SageCRM integration to use V/I to import customer records into Sage 100 without having to also perform a manual step afterwards to setup SageCRM integration.
by: Jim P. | over a year ago | Customer Mgment (CRM)
Comments
Same goes for SData. Let's make this happen please.