Configure ABN Settings

Configure ABN Settings

Step 1: Click on the three-dot(...) icon from the menu bar and click on the “ABN Settings” option




Step 2: To check your CRM date format, click on the Settings icon




Step 3: Click on the Personal Settings under the General section




Step 4: Check the Date Format under the Local Information section




Step 5: Select the custom fields you want to sync data for Account and Vendor modules. Choose the date format matching with your CRM and click on the “Save” button




Step 6: A success message “The Settings have been saved!” will show after saving the form




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