Optional Modules
AAD Connectivity
Optional Modules
AAD Connectivity
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:
1. Session: Enter a unique session name.
2. Match Method:
Single Field 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 |
Cross Field 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.
3. Match Type: You will now have two options from the match type drop-down:
Once the 'single entity' dropdown has been selected, you will now be shown some extra fields to complete:
1. Session Type: Select 'Standard' for all regular deduplication sessions. For information on other types, please see the 'Create and Link' section of the Wiki.
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:
All Records: If selected, the session considers all the records from the entity for the session. By default, this option is selected.
View: This is where you select what data the session has access to (this is disabled if All Records is selected).
Once the 'single entity' dropdown has been selected, you will now be shown some extra fields to complete:
1. Session Type: Select 'Standard' for all regular deduplication sessions. For information on other types, please see the 'Create and Link' section of the Wiki.
2. Entity: This drop-down allows you to select from the Organisation or People Entities.
3. Report Type: This defines who can view the session you create, you will have 2 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.
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:
Note: The source table will be the table in which you make records inactive.
1. Cross Match:
2. Source Entity: Select the relevant entity
3. Source View Type: You can now select one of the following view type:
4. Source View: this section allows you to select the data that this session has access to (this is disabled if 'All Records' is selected).
5. Target Entity - Across Entity Only: Select the relevant entity that you want to compare the source entity against.
6. Target View Type: You can select one of the following view type:
7. Target View: This is where you can select what data the session has access to (this is disabled if 'All Records' is selected).
These descriptions refer to the right hand side section of the 'Create Session - Step 1'
Master Record Based On: How will the Master record be chosen? Using rule based logic or score based logic. See the Master Record Settings Guide for more details.
Auto Fill Based On: How will the master record get Auto Filled? Using the rule based logic or the score based logic. See the Display and Auto Fill Guide for more details.
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/Organisation - Contact/People ENTITY ONLY:
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.
Folder Name (Optional) : This option allows you to select whether you would like to group this session in a specified folder e.g. Contact Sessions, Account Sessions etc.