Find Finance Customers as Part of Duplicate Check When Creating Sales Accounts

When users create a new sales account, the system not only checks for duplicate sales accounts but also displays matching finance customer records. This enables users to easily convert finance customers into sales accounts for use within the sales application.

This ensures that both front-office and back-office transactions reference the same party, providing a more comprehensive 360-degree view of the customer.

Steps to Enable

You don't need to do anything to enable this feature.