Create customer reference records in shared project list
Create customer reference records in shared project list
You miss customer IDs in your shared project list, causing billing mismatches and onboarding delays. Create shared reference entries so billing staff and coordinators have aligned IDs same day.
Overview
If customer records live only in accounting, billing and project teams lack a single source of truth and handoffs slow down. This creates a shared reference entry for each customer so billing staff and project coordinators see aligned IDs and contact context within minutes.