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Auto Loader

9 bytes removed, 19:21, 25 July 2018
Branch, Company and Owner Custom Field Matching
When you are updating UTA information you can automatically associate a standard field on the UTA with user and company fields in order to establish individual or organizational ownership. 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 1.
* *: [[Image:Auto10e.png]]*
==Updating Tracking Parent==
Smartstaff
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