Customer Update
The following information is maintained on the Firm in Deltek CRM after creation and flows back to Maconomy.
Deltek CRM Field | Maconomy Field | Notes |
---|---|---|
Name (CL.Name) | Customer.CrmCustomerName | |
ID (CL.Client) | Customer.CrmCustomerId | |
Address 1 (CLAddress.Address1) | Customer.Name2 | |
Address 2 (CLAddress.Address2) | Customer.Name3 | |
Address 3 (CLAddress.Address3) | Customer.Name4 | |
City (CLAddress.City) | Customer.PostalDistrict | |
ZIP (CLAddress.ZIP) | Customer.ZIPCode | |
Phone | Customer.Telephone | |
Fax | Customer.Telefax | |
Country (CLAddress.Country) | Customer.Country (depends on country/state setup) | |
State (CLAddress.State) | Customer.Name5 (depends on country/state setup) | |
Account Manager (ClientCustomTabFields.CustAccountManager) | Customer.AccountManager |
Parent Topic: Field Mapping