Appendix H-Working with the ACT! Plug-in > Creating a Sage 100 Contractor Client from an Act! Company

Creating a Sage 100 Contractor Client from an Act! Company

ClosedTo create a client in Sage 100 Contractor from an Act! company
1 In the Act! Company record, select the Sage 100 Contractor tab.
2 Click the [Create client...] button.
Notes:
  • If the Create client... button is not visible, click and drag the splitter bar (located above the tabs) until you see the button.
  • If more than one company is enabled in the Company Settings window, click to enable the correct one.
3 (Required) Select the Client status.
4 (Optional) Select the Lead source.
5 (Optional) Select the Salesperson.

Important! You cannot select a salesperson if you restrict access to 5-2-1 Employees in Sage 100 Contractor.

6 Enter a Client ID, or leave blank to automatically assign a Client ID number.
7 If necessary, change the Act! company name in the Client name field.
8 If necessary, change the Act! company name in the Client short name field.
9 Click [OK].

Once the client is created in Sage 100 Contractor, Act! keeps track of that client to prevent the same client from being created twice in the same company.

The fields associated with the Act! company are written to the appropriate client record in Sage 100 Contractor.

ACT! Company Field Client Field
Company Client Name/Short Name
Street Address Address 1, Address 2
City City
Provincial Province
Postal Postal
N/A Source
N/A Salesperson
Billing Address Bill Address 1, Bill Address 2
Billing City Bill City
Billing Province Bill Province
Billing Postal Bill Postal
Shipping Address Ship Address 1, Ship Address 2
Shipping City Ship City
Shipping Province Ship Province
Shipping Postal Ship Postal
N/A Client Status

The contacts associated with the ACT! company are written to the appropriate client record in Sage 100 Contractor.

ACT! Contact Field Client Field
Contact Contact Name
Title Job Title
Phone Phone
Ext Ext
Email Email
Mobile Cell Phone
Fax Fax
Alternate Other
N/A Other Description

When an ACT! Company is opened in Detail View, the tab row at the bottom contains a Sage 100 Contractor tab. This tab contains a list of current Sage 100 Contractor entities for this company.

Note: This information only appears after the creation of the client and remains until the association is removed.

Associations in Sage 100 Contractor:

Field Description
Drive The drive that the company is located on.
Sage 100 Contractor Company The Sage 100 Contractor company name.
Type Entity type: Client
Number Client ID
Name Client name

 

More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.