Contact Management tab functions

The following links can be used to view linked customers, vendors, and employees, and unlink them as needed:

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

Use the options below if customers, vendors or employees have been manually entered in both systems and need to be linked:

• Manually Link Customer
• Manually Link Vendor
• Manually Link Employee

Use Autolink to link customers, vendors or employees if names match in both systems. It will not affect existing linked records nor will it update address or phone information.

• Autolink Customers
• Autolink Vendors
• Autolink Employees

You can use the post function to export new customers and vendors that have not been linked:

• Posted Sage CM Vendors
• Export Sage CM Employees

The following import options can be used to configure Sage Construction Management:

• Customers
• Vendors
• Vendor Types
• Employees

• Customers
• Vendors
• Employees