Contact Management tab functions

You can view or unlink companies, vendors, or employees.

• View Linked Customers
• View Linked Vendors
• View Linked Employees

You can link customers, vendors, or employees that have been manually entered in both systems.

• Manually Link Customers
• Manually Link Vendors
• Manually Link Employees

AutoLink will link customers, vendors, or employees only when their names match exactly in both systems. It will not modify existing links, nor will it update address or phone information.

• Autolink Customers
• Autolink Vendors
• Autolink Employees

You can post vendors with approved Account Payable (AP) related transactions to Sage 100 Contractor.

• Export Sage CM Vendors

• Import Sage 100 Contractor Customers
• Import Sage 100 Contractor Vendors
• Import Sage 100 Contractor Employees

• Sync Linked Customers
• Sync Linked Vendors