Step 4 - Account Mapping

1. In Continuum, select the Admin > Sites page.

   

2. Copy the <site_code> value.
   • In Continuum, a site code equals an account in Vorex™.
3. In Vorex™, select the CRM > Accounts page.
4. Open an account that matches the <site_code> information.

   

5. 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.

   

6. Click the RMM Integration tab.
7. Paste the <site_code> into the Continuum Location Code field.
8. Click Save.