Manually link customers

If a customer was entered in both systems and they have a slightly different spelling, e.g., Silicon Technologies, Inc and Silicon Technologies, then these company records will need to be linked manually so transactions such as COs or Prime Invoices can get posted. This is an alternative method to automated linking if names don't match exactly.

• Manual linking is only needed if customer names do not match exactly.
• Manual linking will not synchronize or update address or phone information. It will just link the records in both systems.

 

1. Select the Contact Management tab.
2. Navigate to the Manually Link section.
3. Click Manually Link Customer within the section.
4. In the form, enter 3 characters of the Sage Construction Management Company name. The dropdown will auto filter based on the text entered.
5. Select the Sage Construction Management Company that needs to be manually linked.
6. Likewise, enter 3 characters in the Sage 300 Construction and Real Estate Customer dropdown to filter.
7. Select the corresponding Sage 300 Construction and Real Estate Customer.
8. Click Link Customer.