how to expose contact information in the ERP within Contacts in CX Sales — Cloud Customer Connect
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how to expose contact information in the ERP within Contacts in CX Sales

in Sales 2 comments

Summary:

I need to expose information that the contact has in the ERP within the Sales accounts module.

Content (please ensure you mask any confidential information):

The contact when created in the ERP is associated in the “sites” section. When the contact is synchronized with sales not all the information is visible. For example, we would like to expose the site number, and the address, where the contacts in the ERP are related. See the following image:

ERP:

SALES:

Now, in Sales the address that is related to the account is the address that the customer has marked as the main one, which is not true, in addition, I can't identify the site to which this contact belongs:

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