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 |