Contact Management

1. Customers, vendors, and employees

   Customers

   This setting applies to Customers that are linked in Sage Construction Management and Sage 300 Construction and Real Estate.

   Options	Description
   Do not sync	Data will not be synchronized.
   Always use Sage Construction Management to update Sage 300 Construction and Real Estate	Customer's address will be copied from Sage Construction Management to Sage 300 Construction and Real Estate. Other fields will not be synchronized automatically.

   Vendors

   This setting applies to vendors that are linked in Sage Construction Management and Sage 300 Construction and Real Estate.

   Options	Description
   Do not sync	Data will not be synchronized.
   Always use Sage Construction Management to update Sage 300 Construction and Real Estate	Customer's address will be copied from Sage Construction Management to Sage 300 Construction and Real Estate. Other fields will not be synchronized automatically.

   Employees

   This setting applies to employees that are linked in Sage Construction Management and Sage 300 Construction and Real Estate.

   Options	Description
   Always use Sage 300 Construction and Real Estate to update Sage Construction Management	Employee's address, phone and email information will be copied from Sage 300 Construction and Real Estate to Sage Construction Management.

2. Company Type Mapping for Vendor

   In this section, you can set the vendor types to be used.

   • Default Vendor Type: Select the Vendor Type to use if the Company Type isn’t selected on Sage Construction Management when you post these to ERP.

   • The Sage CM company types are listed on the left. For each Sage CM Company Type, select the Sage Vendor Type on the right.

3. Company Type Mapping for Customer

   In this section, you can set the customer types to be used.

   • Default Customer Type: Select the Customer Type to use. Available options:

     • Standard

     • One-Time
     • Service

   • The Sage Construction Management company types are listed on the left. For each Sage CM Company Type, select the Sage Customer Type on the right.