When we sync your customer contacts data in ezyCollect, we bring in all the contact details that is created in your accounting system.
Default customer contact rules apply depending on your accounting or ERP software to tell ezyCollect which customer contacts are tagged to Receive All Communications which will be the default ezyCollect automated communications recipient/s.
1. All of your customer contact details are synced to your ezyCollect instance.
2. Customer contacts that are synced from your accounting/ERP software cannot be edited in ezyCollect. You will need to make the changes in your accounting software and then sync afterwards to update the data.
3. The tag Receive All Communications will automatically be in place to specific customer contacts (as shown below).