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Auto Loader

19 bytes removed, 19:18, 25 July 2018
→‎Updating Event / Transaction Parent User
If no matches exist then you can select the required action using the '''No parent matched action''' drop-down.
* *:* Reject Record - record is not loaded into the system*:* Add as orphan record - record is loaded into the system but without being attached to a parent company*:* Attach to dummy account - record is loaded into the system and is attached to the parent company specified in the '''Default Parent ID''' field.*
This section is only displayed at the bottom of the Autoloader page if you have set the '''Record Type''' to People and the '''Item''' to either Event or Transaction.
* *: [[Image:Auto10dAuto10f.png]]*  
==Branch, Company and Owner Custom Field Matching==
Lalaine Songalia
Smartstaff
1,385
edits
Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/32289’

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