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Auto Loader

4 bytes added, 16:32, 9 June 2009

→‎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 Type to Company.

:''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.''

[[Category:Global Settings]]

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