customer’s information
Summary
Customer’s information from the form to set up the relevant party & account in the ERP . The customer does not have an account in the CRM.Now user wants to create a quote for the customer in the CRM, however, he cannot find the account name in CRM Accounts even though it’s set up in the ERP.
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Version (include the version you are using, if applicable):
2A
Code Snippet (add any code snippets that support your topic, if applicable):
Any help on this much appreciated.... Thank you
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