Overview
Sending a cost to Actionstep (formerly Soluno) from CASEpeer's Costs Management page requires the vendor to be a Actionstep Contact. A green dot in the Actionstep Contact column confirms that the connection exists, a red dot requires that the Contact be created or connected to Actionstep.
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 Actionstep, click Select.
If the Contact Name is still not found, click Create New Contact.
Confirming Contact Creation will create the contact in Actionstep.
The green dot confirms the contact is now connected to Actionstep.
NOTE: A contact only needs to by synced or created once, then it will be available for all cases.