From the main menu select Sales ledger > Master Debtors file
Enter the required account
In this example Account number 17962 has been used
Current Street and Postal address is:
485 Great South Road
Penrose
Auckland
1061
Click on the Other details tab and take note of these fields:
CRM customer type:
This indicates a link to the CRM (MK) module. It shows that the link in the CRM (MK) Module is to a 'C'ompany or 'T' Customer record.
CRM record number:
The unique CRM record number within the type indicated in the previous field.
This is linked to CRM Customer record 3026
Exit out of Sales ledger and select
CRM > My Desktop > Click on Customer icon > Enter magic number 3026
Tab and once the record has been loaded click on Edit > Change Street and Postal address as required >Save your record
Exit out of CRM and go back into Sales ledger >Master debtors file > Enter your account number and Amend.
On the Other details tab > Take note of and change the CRM record to 0 and save. You will be prompted that the account needs to be linked and click on Retry
You will be prompted to Search either using CRM Company or CRM Customer > In this example we are selecting a CRM Customer
You will be taken to CRM > Enter the customer magic number > Load the record and exit
Select the option to Link record
You will see that the Street and Postal address have updated as per CRM changes > Save record
