How To Map A Client

To conduct any form of mapping in Symphony you will need to be an administrator with Integration rights. 

Here is a brief outline of the steps involved when mapping a client in Symphony for Pegasus:

1. Navigate to 'Integration' then select Pegasus from the sub menu on the left.
   
   
   
   
2. Chose the 'Browse' tab and select the 'Client' option from the drop down menu. When finding clients through the 'Browse' tab, there is a 'Status' option to view clients that are either Active, Inactive or All.
   
   
   
3. If searching for an individual client, select the 'Search' tab and enter in the Client's name in the 'Item Name' search bar along with selecting the client as the 'Type'.
   
   
   
4. Once you find the client , click on the add button next to the client's name on the far right. 
   
   
   
   
5. Enter in the individual Foreign ID as shown below.
   
   
   
   
6. Click save

Note:
To edit the details, select the client and click the edit link. Then to remove the client, select the client and click the remove link.