Did you know that there is a utility in VISUAL that can sync your data with VISUAL CRM?
There is a utility that exists in the VISUAL directory called "VMCRMSNC.EXE" that can link your VISUAL data to an existing VISUAL CRM account, fix data that is different between the two, and add or update addresses and contacts that are out of sync between items.
- From the main screen, link VISUAL with VISUAL CRM
- Sync Contacts screen, you can add missing contacts to accounts in CRM here
- Here, you can examine and repair the details of linked accounts, addresses and contacts.