Add CRM contact link to billing customer record
Add CRM contact link to billing customer record
CRM contacts often lack billing links, causing manual lookups and slow reconciliation. This adds contact links to billing records so finance can reconcile subscriptions before the next run.
Overview
When CRM contacts aren't linked to billing customers, billing staff waste time on manual lookups and reconciliation stalls. This flow writes CRM contact links into customer notes so finance sees contact context and reconciles subscriptions faster, often before the next billing run.