Hi,
I've noticed that I have multiple customer that are in fact the same. They can be merged in Books.
But they are synchronized with CRM Accounts and contacts.
What happens to the CRM Accounts, when I merge Books customers ?
Example:
Books customers
- Company A
- company A1
CRM Accounts
- company AA
- company BB
company AA (CRM) is linked to Company A (books)
company AB (CRM) is linked to company A1 (books)
I should get at the end, with all transactions:
company AA (CRM) linked to company A1 (books)
There are transaction in Books.
How how should I proceed best to merge Books on one side and CRM on the other side.
Thanks !