The settings applied in this section will allow you to name and select the entity to be used in this session. This is shown on the screen below:

Session: Enter a unique session name.

Match Method: Here there

Entity: Now you will have two options from the Entity Type drop-down:

You will now be shown some extra fields to complete:

Entity: This drop-down allows you to select from your available entities.

View 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.

• Personal: This will make the session only visible to you, but with the caveat that it can only access data from other personal views that you have created outside of Perfect & Merge.
• System: This will make the session visible to everyone and give access to System views created outside of Perfect and Merge.
• Shared: This will make the session available to any groups or teams using MS CRM.

View: This is where you select what data the session has access to (this is disabled if All Records is selected).

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 won’t be included in the session. If selected, the inactive records from Accounts or Contacts are considered in the session.

Cross 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:

Source Entity: Select the relevant entity

Source View Type: You can now select one of the following view type:

• All Records: If selected, Perfect and Merge considers all the records from the entity. By default, this option is selected.
• Personal: This will make the session only visible to you, but with the caveat that it can only access data from other personal views that you have created outside of Perfect and Merge.
• System: This will make the session visible to everyone and give access to System views created outside of Perfect and Merge.
• Shared: This will make the session available to any groups or teams the 365 User is part of.

Source View: this section allows you to select the data that this session has access to (this is disabled if 'All Records' is selected).

Target Entity: Select the relevant entity that you want to compare the source entity against.

Target View Type: You can select one of the following view type:

• All Records: If selected, Perfect and Merge considers all the records from the entity for the session. By default, this option is selected.
• Personal: This will make the session only visible to you, but with the caveat that it can only access data from other personal views that you have created outside of Perfect and Merge.
• System: This will make the session visible to everyone and have access System views created outside of Perfect and Merge.
• Shared: This will make the session available to any groups or teams the 365 User is part of.

Target View: This is where you can select what data the session has access to (this is disabled if 'All Records' is selected).

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.

Back: This will direct you back to the 'Sessions' screen.

Skip to Start: This is only applicable to cloned sessions.

Next: This will direct you to step 2.