Hi, does anyone know where to find details on the duplicate rules that are in place for Opportunities created via Gift Entry and/or Data Importer? I'm having a hard time finding documentation on that particular feature.
Does anyone know if the rules can be disabled or altered?
4 answers
Thanks everyone! Here's the detail for further searchers:
- Documentation is under Data Importer (not Gift Entry)
- It's not a duplicate/matching rule for Opps - it's a setting under Gift Entry to determine how Opportunities are matched.
