Email Matching: Difference between revisions
From Accelerator for SageCRM
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Accelerator establishes context in the following fashion | Accelerator establishes context in the following fashion | ||
1. Tag (if applied) see https://accelerator.crmtogether.com/index.php?title= | |||
1. Tag (if applied) see https://accelerator.crmtogether.com/index.php?title=Tagging | |||
2. Precise Email Address (person match) | 2. Precise Email Address (person match) | ||
3. Email Domain (company match where a person record was not found) | |||
4. Lead (where a company record is not found | 3. Email Domain* (company match where a person record was not found) | ||
[[File: | |||
The system tries matching on the company email address - If a match is found this is returned | |||
4. Lead (where a company record is not found) | |||
5. If no matches are found in in Person, Company or Lead | |||
then the system searches for a person record with the domain* and returns the company(ies) that a linked to the person(s) found. | |||
[[File:context.png]] | |||
* There is a setting called "companyfullmatch" that, when set to Y, the domain searches are not used. | |||
Latest revision as of 18:17, 8 April 2024
Accelerator establishes context in the following fashion
1. Tag (if applied) see https://accelerator.crmtogether.com/index.php?title=Tagging
2. Precise Email Address (person match)
3. Email Domain* (company match where a person record was not found)
The system tries matching on the company email address - If a match is found this is returned
4. Lead (where a company record is not found)
5. If no matches are found in in Person, Company or Lead
then the system searches for a person record with the domain* and returns the company(ies) that a linked to the person(s) found.
- There is a setting called "companyfullmatch" that, when set to Y, the domain searches are not used.
