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admin_functionality:create_session:step_1_select_entity
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Table of Contents
Step 1 - Selecting an Entity
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:
- Intra Match
- Inter Match
Intra Match:
Compares Field to Field, such as: Email 1 with Email 1.
| Comparison | ||
|---|---|---|
| Field 1 | Field 2 | |
| Email 1 | ⇒ | Email 1 |
| Email 2 | ⇒ | Email 2 |
| Email 3 | ⇒ | Email 3 |
Inter Match:
Compares Email 1 with Email 1, Email 2 with Email 3 etc.
| Comparison | ||
|---|---|---|
| Field 1 | Field 2 | |
| Email 1 | ⇒ | Email 1 |
| ⇒ | Email 2 | |
| ⇒ | Email 3 | |
| Email 2 | ⇒ | Email 1 |
| ⇒ | Email 2 | |
| ⇒ | Email 3 | |
| Email 3 | ⇒ | Email 1 |
| ⇒ | Email 2 | |
| ⇒ | Email 3 | |
Note: This option will return more matches but is more intensive and may take slightly more time to complete.
Entity Type: You will now have two options from the Entity Type drop-down:
Run Auto Promote: This option will run the Auto Promote process ass 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 only:
- Enabling this option will change the search to look for duplicates within each company
- Disabling this option will change the search to look for duplicates across companies
Note: This option is only applicable to the 'Contacts' entity
Single Entity
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
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:
Note: The source table will be the table in which you make records inactive.
Cross Match:
- Across Entity - Compare Record from 2 entities against each other ( I.E Account → Contact)
- Within Entity - Compare Records from 2 Views within the same entity
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 - Across Entity Only: 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.
Miscellaneous Functions
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.
admin_functionality/create_session/step_1_select_entity.1558522210.txt.gz · Last modified: 2019/05/22 10:50 by luke.swanton
