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Auto Loader

13 bytes removed, 19:04, 25 July 2018

→‎Updating Account Owners

When you are updating company type information you can automatically associate an account field to a user field in order to establish “account ownership”. This section is only displayed at the bottom of the Autoloader page if you have set the Record Type to Company and Item to company.

* *: [[Image:Auto10a.png]]*: ''For example, if the imported account file contains an employee ID field, then this can be matched to the user table – providing each user with an employee ID field.''*  

==Updating Account Parent==

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Lalaine Songalia

Smartstaff

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