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.