Product: ImportOmatic

Description: This solution describes how to update existing solicitor (US) or canvasser (UK) relationships

Environment: All

Version: All


Answer:


In order to match to an existing solicitor (US) or canvasser (UK) relationship, a selection will need to be made within profile settings for which assigned solicitor/canvasser relationship criteria to match on. The criteria options for matching can be located on the screen shown below within the IOM profile: