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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 [2021/07/06 09:55]
conor.doyle
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 ---- ----
 ===== Single Entity ===== ===== Single Entity =====
 +
 +=== Dynamics Customers ===
  
 Once the 'single entity' dropdown has been selected, you will now be shown some extra fields to complete: Once the 'single entity' dropdown has been selected, you will now be shown some extra fields to complete:
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 **2. Entity:** This drop-down allows you to select from your available entities. **2. Entity:** This drop-down allows you to select from your available entities.
  
-**3. View Type:** This defines who can view the session you create, you will have 4 options to choose from:+**3. View/Report Type:** This defines who can view the session you create, you will have 4 options to choose from:
  
 **All Records:** If selected, the session considers all the records from the entity for the session. By default, this option is selected. **All Records:** If selected, the session considers all the records from the entity for the session. By default, this option is selected.
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 ---- ----
-===== Across Entity =====+===== Across Entity (Dynamics ONLY) =====
  
 Across Entity Matching allows you to match between two entities. You will now be shown some extra fields to complete, this is displayed in the screen below: Across Entity Matching allows you to match between two entities. You will now be shown some extra fields to complete, this is displayed in the screen below:
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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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 **Run Auto Promote:** This option will run the Auto Promote process as soon as the matching process has finished, this will then give you the best matches per your rules for you to review. **Run Auto Promote:** This option will run the Auto Promote process as soon as the matching process has finished, this will then give you the best matches per your rules for you to review.
  
-**Match Contacts at the same Company - CONTACT ENTITY ONLY:**+**Match Contacts at the same Company/Organisation Contact/People ENTITY ONLY:**
  
   * Enabling this option will change the search to look for duplicates within each company   * Enabling this option will change the search to look for duplicates within each company
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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. 
- 
-{{ :admin_functionality:create_session:step_4_2.png?nolink |}} 
- 
-**Skip to Start:** This is only applicable to cloned sessions. 
- 
-{{ :admin_functionality:create_session:step_4_3.png?nolink |}} 
- 
-**Next:** This will direct you to step 2. 
- 
-{{ :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