The Auto Match feature runs an advanced search with the search parameters auto-filled from the selected entities.
Access Auto Match
An auto match can be run from:
Employee main tree Actions menu
Customer main tree Actions menu
Temp Order Actions menu
Agency Actions menu
Quickplace
Set Up Auto Match
Select Auto Match from one of the places listed above.
The Auto Match window will open with the starting entity grayed out.
Select the desired entity from the remaining options.
If there are optional requirements an additional check box will appear giving you the option to apply them.
Click Run Auto Match. A progress bar displays.
When the auto match has finished running, an Advanced Search window opens with the matched entities displayed. Visit the Advanced Search help page for more information.
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