Field Mapping Tab of the Create Client from Vendor Form

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.