Step 4 - Account Mapping
- In Continuum, select the Admin > Sites page.
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- Copy the
<site_code>
value.- In Continuum, a site code equals an account in Vorex™.
- In Vorex™, select the CRM > Accounts page.
- Open an account that matches the
<site_code>
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- Double-click a Location record to edit.
- The location record should correspond to the
<site_code>
for this account. You may have several locations defined for this account.
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- Click the RMM Integration tab.
- Paste the
<site_code>
into the Continuum Location Code field. - Click Save.
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