When linking existing vendor or client contacts to Soluno, we recommend searching by first or last name only or by using the Soluno file number.

A red circle under the Status column means that this CASEpeer contact has not been linked to a Soluno contact.

Click the drop-down to the right of the line item.

Select Create/Search Contact.

Enter either the first name, last name, or Soluno file number and select Search. Typing the entire contact name may limit your search results.

Select Connect.