This window only appears in Denali Fund and if you
set up integration to NeonCRM. Use this window to import accounts from NeonCRM. Accounts from NeonCRM become customers in Denali.
If you entered an AR Code in the
NeonCRM Default AR Code field in
Module Preferences, that Code will appear here but you can change it. You must enter an AR Code in this field to import accounts. All accounts in the import will be assigned this Code, but you can change it in the
AR Customers window.
If you are updating an account that already exists in Denali, the AR Code in the AR Customers window will not be overwritten by this Code.