• Mapping and Grouping
  • About Group Numbers
  • Mapping Overview
  • Using Mapping Numbers
  • Mapping Database Purge
  • Using Wildcards
  • Engagement Mapping Interface
  • Engagement Grouping Interface
  • Assign Mapping Numbers, Assign Groupings and Assign Tax Export Codes Dialog
  • Assigning Map Numbers to Accounts
  • Assigning Accounts to Leadsheets
  • Creating Map Numbers
  • Deleting Map Numbers
  • Creating Group Numbers
  • Deleting Group Numbers
  • Customizing Grouping Names
  • Creating Calculated Map Numbers
  • Creating Calculated Group Numbers
  • Adding Tags to Mapping and Grouping Numbers
  • Modifying the Structure of Map Numbers
  • Creating Purge Criteria
  • Deleting purge criteria
  • Purging Map Accounts
  • Select Map No
  • Mapping/Grouping Balances
  • MP Database
  • Properties for/New Mapping Number dialog
  • Insert/Modify Group Number dialog
  • Purge Criteria
  • Editing purge criteria
  • Deleting purge criteria
  • Converting Local Map Numbers to those used in a Template
  • Account Mapping Method of Completion
  • Making Prior Year Adjustments to Mapping and Groupings
  • Setting Flips in the Mapping and Grouping Database

Account Mapping Method of Completion

Procedure

1. On the Tools menu, select Options and then click Mapping.
2. Select the autofill options you want. Set Only autofill selected properties if blank and Clear account properties if corresponding map number properties are blank appropriately to determine the behavior of the autofill.
3. If applicable, click Autofill Now to synchronize account and map number properties based on the autofill criteria specified. When assigning a map number to an account, all of the account's map/group flips are removed before the mapping autofill properties are applied.

Results

Accounts and map properties are now synchronized based on autofill criteria.