Master "Selection" In Associate - Narrow multiple association matches based on rules

Hi there,

Now you have more control when associating records.

You'll find the Selection feature in the Associate module's Step 2, under the Simple and Advanced tags. The selection feature works similarly to master selection in the Merge Duplicates module.

For example, if you were associating contacts to companies, and you had three companies that matched based on your matching rules, you could use the selection to narrow those three companies down to one. For example, you could instruct Insycle to associate the contact to the company with the highest number of associated deals.