Currently the Acumatica to Avalara/ Avatax ECM connector requires that the customer record have the Primary Contact. Many clients do not use these fields and certainly wouldn’t use them for requesting a sales tax exemption certificate. They would use the information on the Bill-To Info tab. This has the correct emails and phone numbers for these types of requests. There is also an Account Name or Attention field that can be used as the contact for the request. The current mapping is not useful, it would make the connector usable if it mapped to the Bill-To Tab and not the primary contact.
Question
Avalara ECM connector should use billing to Info for certificate requests
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