Customer Auto Match September 20, 2021 18:58 Updated Tags: Customer Search Actions Match Auto Overview Updated 07/07/2021 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. Back to Top Comments 0 comments Please sign in to leave a comment.