Matching a Value and a Customer Manually

You can match a customer and a value manually.

Whether it was a customer and a value that was unmatched previously in your list or a value that didn't have a customer, you can match them manually with any customer in your data base.

  1. Click on your name, at the top right corner of your screen.
  2. Click on Data matching.
  3. Click on the list where you wish to match manually a value and a customer.
  4. Click on Match on the complete right of the value you wish to match to a customer.
  5. Type the customer you wish to match with your value.
  6. Click on Match customer.