Master records
Master records at the System Management level stores the the master record for banks, contacts, departments, and properties. The other Connect applications can use the information in the master record to fill in the account information for a customer, vendor, employee, and so on.
Can I find and link related records?
How do I set up street order exceptions?
Master record glossary
Banks
How do a remove a bank record from an application?
How do I add a bank to an application?
How do I add a master bank record?
How do I change a bank record in an application?
How do I delete a master bank record?
How do I share check numbers across Connect applications?
Contacts
Can I update a master contact record?
How do I add a record to the related contacts list?
How do I add missing contacts?
How do I delete a master contact record?
How do I delete a related record from the master contact list?
How do I find and link contact records?
How do I review the Master Contact List?
How do I view contact information?
What is a master contact record?
Departments
Can I change a department record in an application?
Can I change a master department record?
How do I add a department record to an application?
How do I add a master department record?
How do I add accounts to a master department record?
How do I delete a master department record?
How do I remove a department record from an application?
How do I remove a master department record?
How do I restrict application access by department?
How do restrict account details by department?
What is a master department record?
Properties
Can I update a master property record?
How do I add a master property record?
How do I delete a master property record?
How do I find and link property records?
How do I set up street order exceptions?
How do I synchronize property records?
What is a master property record?
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