Add “DeltekCRM” to Popup Field

Adding the popup value “DeltekCRM” ensures that the actions Update Jobs from Deltek CRM and Update Customers from Deltek CRM get only the latest records from Deltek CRM using the ModDate field from Deltek CRM.

The Integration Lines dialog box in Maconomy is used to store the ModDate from opportunities and clients, and a query is used to filter the number of results that are retrieved. This update requires the popup type IntegrationType to have the value DeltekCrm.

To add the value in the Workspace Client:

1. Take one of the following actions:

   • Go to Single Dialogs > Set-Up > Set-Up > Popup Fields.

   • Go to Setup > System Setup > Parameters and Numbers > Popup Fields.

2. Search for Integration Type and add the value DeltekCrm.