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How do I expose the Invoice synchronization tokens in TeamConnect?

Follow these steps to view the Invoice synchronization tokens:

You must be part of the CSM Admin group.

1. Find the Admin Group: CSM Admin
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2. Select the Object Views and Edit
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3. Change the CSM Settings to "CSM Settings Project"
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Click Save & Close


4. Click on the CSM > CSM Settings
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5. Click to View the Invoice Synchronization Tokens
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6. Delete the invoice synchronization tokens that are preventing the vendor from being deleted
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7. Additionally, you may need to temporarily turn off the rules to delete the vendor.
Setup: Object Definition > Vendor (if invoices are in the way)
Setup: CSM Settings > Rules
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8. Make sure to restore the rules and the CSM Settings.

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