When the module runs, the order fields you set are compared to existing accounts looking for similarities.

1. Select the First Name field, if you want to compare the first name from the current order to your existing clients.
2. Select the Last Name field, if you want to compare the last name from the current order to your existing clients.
3. Select the Company field, if you want to compare the company name from the current order to your existing clients.
4. Select the Email field, if you want to compare the email from the current order to your existing clients.
5. Select the Phone field, if you want to compare the phone number from the current order to your existing clients.
6. In the Number of Matching Fields Required for Automatic Association field, enter the number from 1 to 5 numeric digits that must match for the order to be associated to an existing client.
   
   

Related Topics 

 Configuring Order Queues