Link An Existing Soluno Contact

When linking existing vendor or client contacts to Soluno, we recommend searching by first or last name only or by using the Soluno file number. 

• A red circle under the Status column means that this CASEpeer contact has not been linked to a Soluno contact.
• Click the drop-down to the right of the line item.
• Select Create/Search Contact.

• Enter either the first name, last name, or Soluno file number and select Search. Typing the entire contact name may limit your search results. 

• Select Connect. 

Your contact is now linked. Follow the same search criteria when connecting an existing Soluno casefile.