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Map Entities Setup

This functionality allows you to auto map entity attributes for across entity matching.

Note: This is only available if you use the Across Entity Matching Module.

To access this option, click this:

At which point you will be presented with:

If you select No, nothing will happen and the box will disappear.

If you select the Yes button Perfect & Merge will go through your entities and match any similar attributes across entities

E.G. Lead.Fullname may match to Account.Name.

Once the process is complete the following pop-up will appear:

admin_functionality/settings/map_entities_setup.txt · Last modified: 2019/09/12 09:01 by conor.doyle