Configuring Company Match Settings

Use the Options and Tools | Integrate | Company Match Settings screen to, during customer synchronization, import, and profile creation from mySupport chat, enable a check to be performed for existing customers who have email domains that match the domain part of a new customer's email address.

If matches are found, the primary company associated with the customers with matching email domains will be associated with the new customers being created.  If multiple customer matches are found with the email domain and they have different associated primary companies, the matching customers will be sorted based on last contacted date and the primary company associated with the most recently contacted customer will be applied.

The Excluded Domains field is automatically populated with a list of known email domains that are personal in nature; you can add or remove domains from this prepopulated list.  To reset to defaults you can  disable, save, and then enable the email check.

If a company already existed and had an existing customer with a matching email domain, the company name in that existing record will not change and it will be associated with all the new customers.  It should retain its name and the alternate company name(s) associated to the new customers in the original data source will be ignored. If the c