Contact integration selects M3 CLM contacts that match the
criteria. M3 CLM contacts are then imported to M3.
Select System configuration > Contact maintenance > Contact integration.
Select Enable CLM Contact Integration to
M3 to sync the contacts from M3 CLM to
M3.
Select Notify users with integration
updates to display the notification that updating or
synchronizing of contacts is in progress. This notification is displayed in
M3 CLM.
Set a Contact Identifier prefix to
generate a unique identifier in M3.
Select the contact address type of the Contact address to be synced.
Optionally, select Include inactive
contacts to import inactive M3 CLM
contacts to M3.
Build a criteria. Select a code group and code.
Click the right arrow to add the criteria in Sync contacts to M3.
Click Save.
Note: A prompt message is displayed to inform the user
that when a future contact is updated and synced, the contact is defined
with a new address type.