accounting module does not see CRM customers.

  • Resolved ronan.anjos

    (@ronananjos)


    3 years, 10 months ago

    I can’t create an invoice for customers that already exist in the database, because the accounting module says: “no items found”, even those that are in the CRM module are not seen by accounting.
    I only have the option to create a new customer (which is horrible and redundant) and even so, when the customer is already a registered user, the accounting module says “the user was created successfully”, and then shows “no items found”

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  • Yes, I had the same issue. I discover that adding in the database, the people_id like another type of customer, solve the issue. The problem is that the user doesn’t have that access from the Front End.

    Hello @ronananjos

    Do you have the Auto Import enabled from settings? Ref: https://prnt.sc/122yro3

    To get the CRM customers into Accounting, auto import needs to have enabled.

    Let me know if it not works.

    Thanks

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