Within the CRM, you can access a customer's account within the integrated cloud accounting/inventory management system. If, for any reason, a user needs to view the customer account within the accounting/inventory management system, then this functionality provides seamless integration. 

Prerequisites

  • Cloud accounting/inventory management systems only e.g. Unleashed, Xero etc.  

Step 1: Go to a Division

To access this link, navigate to a Division and click on the Sales Ledger button within the Accounts section. 

Step 2: Open in Accounts/ERP

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, as this system is connected to an Unleashed system.

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