Smartstaff, administrator
4,478
edits
Changes
→Updating Tracking Parent
* 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 entity 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 [[UTA]] and the Level to Level 2 or Level 3.