Email Matching: Difference between revisions

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2.  Precise Email Address (person match)
2.  Precise Email Address (person match)


3.  Email Domain (company match where a person record was not found)
3.  Email Domain* (company match where a person record was not found)


There are 2 parts to this:
The system tries matching on the company email address - If a match is found this is returned


a. 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)


b. If no match is found in (a) then the system searches for a person record with the domain and returns the company(ies) that a linked to the person(s) found.
5. If no matches are found in in Person, Company or Lead


4.  Lead (where a company record is not found)
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]]


[[File:context.jpg]]
* 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.