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62 Vote

When creating an AR Customer have all info flow into SM Module

When creating a new customer you need to first set up the customer in AR, then in SM, and then create a service site.  Can you set it so when you set up an AR customer an SM customer (with the same customer number) is automatically created, and that a default service site for the customers address is added.  This would reduce the replication of data three fold

• Jeremy Wickenhauser
• Apr 18 2017
• In Review

SM - Service Management

Company	Sterling Plumbing & Heating
Job Title / Role	IT
I need it...	Yesterday...Come on already

• Comments (4)
• Votes (62)

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• 
  Paige Vandenack commented

  April 23, 2019 16:31

  If you do this, we'd like the ability to decide if a SM Customer and site is to be created, we wouldn't want all to automatically go over there for our company.

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• 
  Nathan Sutherland commented

  April 08, 2019 17:01

  We created a trigger on the AR table to automatically make the SM customer, as long as the SMCO is setup for that company.

  Works well, but would love to see an official solution.

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• 
  Jennifer Lang commented

  May 09, 2018 16:52

  Us too!

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• 
  Brian Mangan commented

  August 21, 2017 18:38

  This is a fantastic suggestion.

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