Changes in Sales DMS Reporting/Matching

Linking your DMS information to your CRM/ILM data is never easy, in fact it's just downright hard to do. We've made a number of changes as we continue to refine the process:

1. 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
2. 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.
3. 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