View linked customers

Important Things To Know

  • Customers can be unlinked on the Linked Customers page. This may be applicable if a Sage Construction Management Company was manually linked to the wrong Sage 100 Contractor Customer.

View linked customers

  1. Go to Accounting Link and select Contact Management > View Linked Customers.
  2. Optional: To unlink customers, do the following:
    1. Select one or more customers from the list.
    2. Select Unlink Selected Customers.