Matchup Parameters

Use the following parameters to configure the match-up behavior when creating new records in Aurea CRM.Web.

Matchup.BusinessLogic

Description: Defines whether the match-up logic applied when identifying duplicate records is the logic used in Aurea CRM.Web ("web") or the logic used in Aurea CRM.Win ("core").

If "web" is selected, the fields defined in the info area Matchup control are compared when matching up records. For further details, see Matchup control.

If "core" is selected, the settings in the Configuration info area (MC) determine whether the internal logic or an external third-party application is used.

Note: Since the internal match-up logic of Aurea CRM win is only available for the info areas Company, Person and Property (BTB only), the option "core" without defining an external application should only be used if the match-up is solely configured for these info areas otherwise errors occur.

Default: Web

Type: Combobox

Matchup.DuplicateMaxRows

Description: Defines the maximum number of possible duplicated rows shown after match-up.

Default: Empty

Type: Number

Matchup.PersonsInCompanyOnly

Description: If checked, the person match-up takes into account only persons from the company for which the user wants to create a new record. By default, the match-up is performed globally.

Default: Unchecked

Type: Checkbox