No. 683. October 20, 2023
ebroker: Merlin – Synchronize data from the ERP
Merlin, allows you, in an automated way, update the information of your clients or candidates in case you have made any changes to them in your ebroker.
You can find this functionality in the tab People (and the tab Risk in the Death and Life branches) of your projects, it is a blue icon to the right of the field ID Number: Synchronize data from the ERP.
By clicking on this option, the customer data that appears in the multi-rater will be synchronized with their current information in ebroker, updating it in Merlin instantly.
You just have to go to ...
New project > People/Risk
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