- We now look for exact matches on salesperson names, both first and last, before we will auto-link DMS data to a record in iMagicLab. It's very important that you have the same data in your DMS as in your IML system so make sure you double check
- We no longer support single name DMS entires. If the sale comes over with the salesperson name of "Bill" it will not auto-match, even if there is only one Bill in your IML system.
- Later today we will push an enhancement to the Sales DMS report to allow you to force a match with mismatching records. Take a look tomorrow for this.
We're always working to improve and due to the arcane nature of DMS systems it makes it hard. Maybe we should build a DMS system? :)
Keith