Accounts & Customer 360
CRM profiles attach to ERP clients: private/public pool, tags, collaborators, 360 timeline.
Notes
- One ERP client → one CRM profile.
- Primary contact syncs phone/email back to the client master.
- Pool rules: reclaim days, claim daily limit, private limit.
Troubleshooting
| Issue | Fix |
|---|---|
| “Profile already exists” | Search existing account instead of creating |
| Claim limit reached | Release idle accounts or raise limits |
| 360 missing POS orders | Same phone/member must be used at checkout |