In addition to the client side aspect of ERP Link there is a "server" side component that allows the ERP Link Queries to run and populate the data in SalesLogix. The queries provide the data that you see in SalesLogix for a customer like YTD sales, open payments, open invoices, etc. These data queries can only be executed through the ERP Link Sync utility. If you do not set up and run this utility, you will not see your financial data in SalesLogix!
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