Email Matching: Difference between revisions
From Accelerator for SageCRM
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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: | There are 2 parts to this: | ||
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a. 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) | |||
5. If no matches in Person, Company or Lead are 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.png]] | ||
* There is a setting called "companyfullmatch" that, when set to Y, the domain searches are not used. | |||
Revision as of 18:15, 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)
There are 2 parts to this:
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)
5. If no matches in Person, Company or Lead are 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.
- There is a setting called "companyfullmatch" that, when set to Y, the domain searches are not used.
