Maconomy Information Center

Enable System Parameters for CRM Integration

Use these steps to enable CRM integration.

To enable CRM integration and functionality with system parameters:

  1. Go to Setup > System Setup > Parameters and Numbers > System Parameters.
  2. Search for Enable CRM Integration and enable the parameter.

    Selecting this parameter causes the CRM Integration workspace to display in Maconomy.

  3. Search for Use first/middle/last names on employees and contact persons and enable the parameter.
  4. Search for Use Deltek CRM Client ID as Customer No. and enable it to use the Deltek CRM Client ID as the Maconomy Customer No.

    • If you do not enable this parameter, the Maconomy customer number is defined by the number series in Maconomy.

    • If this parameter is enabled, Deltek CRM Client IDs cannot be empty, and they must be unique.