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How to get Account Number & Site Number in Customer Details

in Sales 1 comment

Summary:

Hi,

I am trying to fetch Account Number & Site Number details from Finance to CX Customer details.

In this picture Red color was Customer Number in CX & Blue color was Account Number in Finance.

Here one Customer can have Multiple Accounts. So, I want to get all available Account details to the CX Customer.

Kindly provide possible ways to achieve this.

Thanks

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