Use the Field Mapping Tab to select the
vendor/partner fields to include when you convert
vendor/partner records and to map those fields to their respective
Customer Info Center fields.
Contents
| Field | Description |
|---|
| Import Addresses
|
Select this option to import addresses associated with
vendor/partners. If you merge a
vendor/partner with an existing
customer,
GovWin Capture Management checks for duplicates based on the address description. If a
vendor/partner address has the same description as the
customer record it is merging with,
GovWin Capture Management does not import the address.
|
| Import
Contracts
|
Select this option to importcontracts associated with
vendor/partners. If
contracts are imported, the
vendor/partner flag is automatically checked for all
contracts imported from a
vendor/partner. If you merge a
vendor/partner with an existing
customer and the
contract already exists for the
customer,
GovWin Capture Management does not import the
contract.
|
| Import Opportunities
|
Select this option to import the opportunities associated with
vendor/partners. If opportunities are imported, the
vendor/partner flag is automatically checked for all opportunities imported from a
vendor/partner. If you merge a
vendor/partner with an existing
customer and the opportunity already exists for the
customer,
GovWin Capture Management does not import the opportunity.
|
| Import Contacts
|
Select this option to import contacts associated with
vendor/partners. If you merge a
vendor/partner with an existing
customer and the contact already exists,
GovWin Capture Management does not import the contact.
|
| Select which fields you would like to import grid
|
Use this grid to specify the
customer fields and respectivevendor/partner 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.
GovWin Capture Management returns the grid to the default selections.
|
| Import
|
Select this option to indicate there are fields in this grid row you wish to import. Selecting this option activates the
Vendor/Partner Field drop-down list.
|
|
Customer Field
|
Displays the
customer field names, including custom fields, in the
GovWin Capture Management database.
The following
customer fields are not available for
vendor/partner mapping:
- ClientID
- CreateUser
- CreateDate
- ModUser
- ModDate
- LinkedVendor
- VendorInd
- Type
|
| Description
|
Displays a description of the selection made in the
Customer Field.
|
|
Vendor/Partner Field
|
When you select the
Import option, you can use the
Vendor/Partner Field to select the
Vendor/Partner table field that you want to map to the respective
Customer Field.
For example, you want to map the
VendorPartnerType field to the
Specialty Type field for your records. From the
Customer Field column, locate
SpecialtyType and select
Import.
GovWin Capture Management activates the
Vendor/Partner Field drop-down list. Select the
VE.Type option.
GovWin Capture Management populates the
Description Field with the description of the field. When you run the conversion,
GovWin Capture Management converts the
Vendor/Partner Type to the
customer's Specialty Type.
|
| Description
|
Displays a description of the selection made in the
Vendor/Partner Field.
|