Manually link employees

If an employee was entered in both systems and they have a slightly different spelling, e.g., John M. Smith, John Smith, then these employee records will need to be linked manually. This is an alternative method to automated linking if names don't match exactly.

• Manual linking is only needed if employee 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 Employee within the section.
4. In the form, enter 3 characters of the Sage Construction Management Employee name. The dropdown will auto filter based on the text entered.
5. Select the Sage Construction Management Employee that needs to be manually linked.
6. Likewise, enter 3 characters in the Sage 300 Construction and Real Estate Employee dropdown to filter.
7. Select the corresponding Sage 300 Construction and Real Estate Employee.
8. Click Link Employee.