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How to Turn On Customer Sync Rules

1
Click App Launcher on the screen’s left side.
Customer Synchronization Rules
2
Search “Accounts” in the App Launcher.
Customer Synchronization Rules
3
Click the account name as per your requirement.
Customer Synchronization Rules
4
You will be redirected to the account name page.
Customer Synchronization Rules
5
Click “Settings” and then click “Edit Page”. The page will open in editing format.
Customer Synchronization Rules
6
On the left side of the screen, under “Custom - Managed”, you will find Visma e-conomic.
Customer Synchronization Rules
7
Click on it to proceed to the next step.
8
Drag Visma e-conomic and drop it on the right side of the “Activity” page.
Customer Synchronization Rules
9
The “Customer Sync” dialogue box will appear automatically.
Customer Synchronization Rules
10
Click “Save”.
11
A new confirmation screen will appear. Click “Activate”.
Customer Synchronization Rules
12
A new dialogue box will appear. Scroll down and click “Assign as Org Default”.
Customer Synchronization Rules
13
You will see three options for form factors. Select the one that fits your needs:
  • Desktop — makes the default page available only on desktop computers.
  • Phone — makes the default page available only on mobile phones.
  • Desktop and phone — makes the default page accessible on both desktop and mobile.
Customer Synchronization Rules
14
Click “Desktop”, then click “Save”.
Customer Synchronization Rules
15
Click the back arrow on the left side of the screen.
Customer Synchronization Rules
16
Go to Accounts. You will find the “Sync Now” button under “Customer Sync” on the left side of the screen.
Customer Synchronization Rules
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