Smartstaff, administrator
686
edits
Changes
updating categories
# 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.
[[Category:Integration]]
[[Category:External Data Source]]
