About Customer Master Management
- Customer Master automation is used to keep Account and Contact Record Types updated appropriately.
Account Contact Sync
- The Account Contact Sync will ensure Contacts have the appropriate record type that matches the Account. On insert of a Contact, or change of an Account Record Type, the Contact's record type will be updated appropriately. The provided mapping is in the table below:
| Account Record Type | Contact Record Type | |
| Customers | Customer | Customer |
| Partners | Partner | Partner |
| Prospects & Other Misc Accounts | Prospect | Prospect |
Account Type Update
- Using the Account Type Automation, new Customers & Partners will be automatically updated upon Booking of a new Order. See the related article on Mapping Customer, Partner and Prospect types.