User Tools

Site Tools


admin_functionality:create_session:step_1_select_entity

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Last revision Both sides next revision
admin_functionality:create_session:step_1_select_entity [2021/03/04 18:05]
conor.doyle
admin_functionality:create_session:step_1_select_entity [2021/07/06 09:55]
conor.doyle
Line 49: Line 49:
 ---- ----
 ===== 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:
Line 56: Line 58:
 **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.
Line 66: Line 68:
  
 ---- ----
-===== 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:
Line 113: Line 115:
 **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
admin_functionality/create_session/step_1_select_entity.txt · Last modified: 2021/07/06 09:58 by conor.doyle