Connect a Soluno Vendor

How to sync or create a linked Soluno vendor. Sending a cost to Soluno from CASEpeer's Costs Management page requires the vendor to be a Soluno Contact. A green dot in the Soluno Contact column confirms that the connection exists, a red dot requires that the Contact be created or connected to Soluno.

• Go to the right-hand side drop-down arrow and select Create/Search Contact.

• From the Search or Create Contact Window, type in your search criteria
• NOTE: Only exact matches can be found, opt for a more generic search such as Smith rather than Smith D.C.
• Click Search.
• If the Contact Name is found in Soluno, click Select.
• If the Contact Name is still not found, click Create New Contact. 

   

• Confirming Contact Creation will create the contact in Soluno. 

• The green dot confirms the contact is now connected to Soluno.

• NOTE: A contact only needs to by synced or created once, then it will be available for all cases.