Allow a choice of both Accounts and Contacts to sync as the primary for example. One account in CRM has many different departments and each
Allow a choice of both Accounts and Contacts to sync as the primary
or allow departments in both Books and CRM.
for example. One account has many different departments and each department has a contact.
It would be great if each contact could have its own client portal only able to see their invoices
When it syncs to the CRM only the invoices attached to that contact shows up under that contact, but all invoices show up under accounts .
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Venessa
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