Smartstaff
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edits
Changes
→Contact Record / Contact Item
====Contact Record / Contact Item====
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* '''Create/Update Behavior''' - If you wish to create new record, then enable the '''Create new or update Matching record''' check box. If you do not enable this the other check box and '''Update only, do not create new''' existing records will be updated but new records are located in the upload file they will be rejected.* '''Duplicate Match Behavior''' - behavior when multiple records are matched by the same identifier key.
* '''Account''' – determines where in the organisational hierarchy new records should be added.
* '''Role''' – determines a user role that you wish to be associated with the new records. If you wish to have multiple roles associated with a user then you will need to trigger a workflow against each record (see below for further details).
* '''Trigger Workflow''' – drop-down list that of all workflows related to the '''Record Type'''. It defaults to N/A.
* ''' Trigger On All Records ''' - check-box that is populated is users wants to have a workflow execute against all records, whether new records or updated records. This can be used to activate users with multiple roles and to e-mail a password to newly created contacts automatically.
====Company or Contact Record / Event or Transaction Item====
