Contact Management tab functions

Linked companies and employees

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

Note: Unlinking a customer is applicable if a Sage Construction Management Company was manually linked to the wrong Sage Intacct Customer.

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

Autolink based on exact name match

Autolink will only 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.

Export to Sage Intacct

The Post function shown in the Post Tab will also export new customers and vendors that have not been linked.

Import from Sage Intacct

Import options shown below are especially practical when implementing Sage Construction Management.

Sync address and phone information