Within the CRM you can access a customer's account within the integrated cloud accounting/ERP system. If for any reason a user needs to view the customer account within the accounting/ERP system, then this functionality provides seamless integration. Please note that this functionality is currently only available for the cloud accounting/inventory management systems that we integrate with such as Unleashed and Xero.
To access this link navigate to a Division record and click on the Sales Ledger button within the Accounts section.
By clicking on the Sales Ledger button, the customer's sales ledger will open. Within the main details page you have the 'Open in Accounts/ERP System' link. In the particular example below, by clicking on this link the customer's account within Unleashed will open.