I’ve just gone through setting up Sage 200 integration, and when mapping customers, found it quite difficult to differentiate some customer accounts. Under the left hand column where it pulls through customer accounts from Sage 200, it shows the account name and the address, but we use new accounts if we have a landlord at a pub change, but obviously this has the same pub name and address, so this is difficult to tell customers apart when mapping.
Is it worth adding in the a/c reference code into this column as well, for people setting up their integration in future to see customers by account reference as well as name. I know we for one had our account references set up in Breww already to match Sage, so this could have been an easier way to suggest matches.
Not sure how it works for other accounts package integrations, as I’ve only gone through it with Sage 50 and Sage 200
