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admin_functionality:settings:custom_entity_configuration

Custom Entity Configuration

Custom Entity Configuration allows you to set matching rules using custom entities present in your CRM.


Custom Entity Configuration can be found within the Settings page:

From here, you can add custom entities to be used for matching by drag and dropping entities on the left into the settings box on the right.

Entity Name: The name of the Entity in which you want to add custom entity matching criteria.

Master Record Based On: Set whether the master record will be based on sequential rules or scoring rules.

Auto Fill Based On: Set whether auto fill is based on sequential rules or scoring rules.

Mergeable: Set whether or not the entity is mergeable.

Display & Auto Fill: This button will take you through to the Display & Auto Fill settings page.

Master Record: This button will take you through to the Master Record settings page.

admin_functionality/settings/custom_entity_configuration.txt · Last modified: 2022/03/22 09:54 by hayden.law