Smartstaff, administrator
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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
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.
Under the ''Automatic Verification Settings'' heading you can set the following options:
* '''Automatic Checking Schedule''': Can be set to ''N/A'', ''Once a month'', ''Once every two months'' or ''Once every three months''
<!--:*All monthly checks take place on the 15th of the month. <!--This corresponds with the IRS' update schedule.-->
* '''Automatic Checking Database''': You can select from IRS, Canadian Charities and OFAC
* '''Automatic Checking As User''': This is a drop down field providing a selection of internal [[users]] in your system.
==Notes==
* Automatic IRS Check takes place on the 16th of the month using the schedule specified.
==See Also==
[[Category:Integration]]
[[Category:External Data Source]]
