Customer Relationship Management

[Leonard_Smith]

When running the Integration Engine between MAS 90 and Sage CRM, the Integration Engine automatically creates new contacts in Sage CRM.  Is there a way to turn off that feature, so that the Integration Engine does not create any new People records?

TIA

Leonard

[caharrin]

The Integration Engine synchronizes information based on the CRM Option selections.  You need to uncheck the selection add 'Company and Contact' (which creates to new Company and Primary Contact in SageCRM) and 'Additional Contact' when creating new to avoid creating any new Person records in Sage CRM. Keep in mind, you have to manually select to create the Company when you create the Customer.