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admin_functionality:create_session:step_1_select_entity

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admin_functionality:create_session:step_1_select_entity [2021/03/04 18:02]
conor.doyle
admin_functionality:create_session:step_1_select_entity [2021/03/04 18:05]
conor.doyle
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 ---- ----
 ===== Session Settings ===== ===== Session Settings =====
 +
 +These descriptions refer to the right hand side section of the 'Create Session - Step 1'
 +
 +{{ :admin_functionality:create_session:step5v3wiki.png?800 |}}
  
 **Master Record Based On:** How will the Master record be chosen? Using rule based logic or score based logic. See the [[admin_functionality:settings:set_best_record|Master Record Settings Guide for more details.]] **Master Record Based On:** How will the Master record be chosen? Using rule based logic or score based logic. See the [[admin_functionality:settings:set_best_record|Master Record Settings Guide for more details.]]
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 **Include Inactive Records from Dataset:** This option is only applicable for the Account and Contact entities. By default, it is unselected which means the inactive records from Accounts or Contacts will not be included in the session. If selected, the inactive records from Accounts or Contacts are considered in the session. **Include Inactive Records from Dataset:** This option is only applicable for the Account and Contact entities. By default, it is unselected which means the inactive records from Accounts or Contacts will not be included in the session. If selected, the inactive records from Accounts or Contacts are considered in the session.
----- 
-===== Miscellaneous Functions ===== 
- 
-**Back:** This will direct you back to the 'Sessions' screen. 
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-{{ :admin_functionality:create_session:step_4_2.png?nolink |}} 
- 
-**Skip to Start:** This is only applicable to cloned sessions. 
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-{{ :admin_functionality:create_session:step_4_3.png?nolink |}} 
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-**Next:** This will direct you to step 2. 
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-{{ :admin_functionality:create_session:step_4_4.png?nolink |}} 
  
admin_functionality/create_session/step_1_select_entity.txt · Last modified: 2021/07/06 09:58 by conor.doyle