Promote Contact

Below are the steps to verify the Contact Promote functionality.

Note: When a Contact is created with an Account, or an Account is linked to an existing Contact, the “Promote to Sage” button is disabled by design. Logically, a Contact created with an Account cannot be promoted individually; the associated Account must be promoted first.

Create a “Contact” in Creatio and click on the “Promote to Sage” button.

Once a record is promoted into the Sage Intacct system, a unique ID “ERP contact printas” will be updated in the Creatio system to ensure a linked record in both systems. The unique ID will be used to update the record in both systems during subsequent updates.

In the above example, contact “ERP contact printas” will be set as “Jordan Hayes” and will be visible in Sage Intacct ERP.

In Sage Intacct ERP, Select “Contacts” options by navigating from Applications | Company | Contacts as shown below.

Put Contact “Print As” in the Contact Name field as shown below and click on the Enter button of keyboard. On click of enter button, Contact Promoted from Creatio will be visible here.

Click on the Contact name hyperlink to review the Contact details.