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IRS and CRA - Automatic Verification

2 bytes added, 15:08, 12 December 2016
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# Ensure that the appropriate Transaction Type is selected from the Transaction Type selection dropbox (''People'' or ''Company'').<br />[[Image:TransactionTypeChooser.png|link=]]
# Click on the hyperlinked name of the Transaction Type you want to use to synchronize with the external database.
# Select the ''User Third party Verification Service'' option.<br />[[Image:IRSCheckIRS_Check.png|link=|500px]]
# Hit the ''Save'' button.
You will now see a button at the top of the page named ''Third Party Verification Mapping''. Clicking that button brings you to the following page:<br />[[Image:IRSFieldMappingIRS_FieldMapping.png|link=|500px]]
From this page, you can select the [[custom fields]] created on the Transaction that will store the values returned from your search of the external database.
Smartstaff, administrator
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