Use the Field Mapping tab to select the
vendor fields to include when you convert
vendor records and to map those fields to their respective
Client Info Center fields.
Contents
Field | Description |
Import Addresses
|
Select this option to import addresses associated with
vendors. If you merge a
vendor with an existing
client,
Vision checks for duplicates based on the address description. If a
vendor address has the same description as the
client record it is merging with,
Vision does not import the address.
|
Import
Projects
|
Select this option to importprojects associated with
vendors. If
projects are imported, the
vendor flag is automatically checked for all
projects imported from a
vendor. If you merge a
vendor with an existing
client and the
project already exists for the
client,
Vision does not import the
project.
|
Import Opportunities
|
Select this option to import the opportunities associated with
vendors. If opportunities are imported, the
vendor flag is automatically checked for all opportunities imported from a
vendor. If you merge a
vendor with an existing
client and the opportunity already exists for the
client,
Vision does not import the opportunity.
|
Import Contacts
|
Select this option to import contacts associated with
vendors. If you merge a
vendor with an existing
client and the contact already exists,
Vision does not import the contact.
|
Select which fields you would like to import grid
|
Use this grid to specify the
client fields and respectivevendor fields that you want to import. You can click any column header to change the sort order of the column.
|
Reset to Default
|
When you open the Field Mappings tab, the CRM fields that are set as the default import options are automatically selected. If, after making changes to this grid, you decide to return to the default settings, click the
Reset to Default button.
Vision returns the grid to the default selections.
|
Import
|
Select this option to indicate that there are fields in this grid row that you want to import. Selecting this option activates the
Vendor Field drop-down list.
|
Client Field
|
Displays the
client field names, including custom fields, in the
Vision database.
The following
client fields are not available for
vendor mapping:
- ClientID
- CreateUser
- CreateDate
- ModUser
- ModDate
- LinkedVendor
- VendorInd
- Type
|
Description
|
Displays a description of the selection made in the
Client Field.
|
Vendor Field
|
When you select the
Import option, you can use the
Vendor Field to select the
Vendor table field that you want to map to the respective
Client Field.
For example, you want to map the
Vendor Type
field to the
Specialty Type field for your records. From the
Client Field column, locate
SpecialtyType and select
Import.
Vision activates the
Vendor Field drop-down list. Select the
VE.Type option.
Vision populates the
Description Field with the description of the field. When you run the conversion,
Vision converts the
Vendor Type to the
client's Specialty Type.
|
Description
|
Displays a description of the selection made in the
Vendor Field.
|