Changes

Auto Loader

19 bytes removed, 19:18, 25 July 2018

→‎Updating Event / Transaction Parent User

If no matches exist then you can select the required action using the '''No parent matched action''' drop-down.

* *:* Reject Record - record is not loaded into the system*:* Add as orphan record - record is loaded into the system but without being attached to a parent company*:* Attach to dummy account - record is loaded into the system and is attached to the parent company specified in the '''Default Parent ID''' field.*

This section is only displayed at the bottom of the Autoloader page if you have set the '''Record Type''' to People and the '''Item''' to either Event or Transaction.

* *: [[Image:Auto10dAuto10f.png]]*  

==Branch, Company and Owner Custom Field Matching==

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Lalaine Songalia

Smartstaff

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