Communication with Manual Match-up

If Aurea CRM finds a similar company (according to the match -up settings) when inputting data, the Match-up info area is opened:

Compare the external record (mask) with the internal records (list):

• Click External Mask or Internal Mask to display all fields in the external or internal record.
• Use the Name and Address buttons to display records with similar names or addresses.
• Select a record in the list and click on (Found) to merge the external record with the selected record.
• Click on (Not Found) to add the external record as a new record. (If you are using the No. Found -> Compare Name/ Addr . match-up option, the record is rejected as false instead of being added.)
• Click on (Cancel) to cancel the match-up process.