How do I link contacts with an existing record from a billing system?

With the iOSXpert Plugin FinanceConnector you can quickly connect your contacts from Daylite with already existing records from a compatible, connected billing system.  

1. Switch to the Finance tab within Daylite 
2. Click on the button Link existing person/company
3. Enter the customer number of the sales activity from the billing system and click on Link
4. The link is now complete and information from the billing system is displayed

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