Sync Simpro company customers and contacts to LANA
planned
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Sushil Kant Tripathi
Simpro company customers will sync to the Companies section in LANA. Their associated contacts and sites will sync as well, with the relationships between them preserved.
This will make it easier to see which contacts belong to each customer and which sites are associated with that customer. When creating a job from LANA, your team will be able to identify the correct customer, contact and site without searching through separate records in Simpro.
The feature will give teams a clearer view of their Simpro customer records in LANA and reduce duplicate data entry.
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Sushil Kant Tripathi
updated the status to
planned