Use these steps to enable CRM integration.
To enable CRM integration and functionality with system parameters:
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Go to
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Search for
Enable CRM Integration and enable the parameter.
Selecting this parameter causes the CRM Integration workspace to display in Maconomy.
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Search for
Use first/middle/last names on employees and contact persons and enable the parameter.
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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.
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If you do not enable this parameter, the Maconomy customer number is defined by the number series in Maconomy.
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If this parameter is enabled, Deltek CRM Client IDs cannot be empty, and they must be unique.