Changes

== Entity maps ==

== Entity maps ==

Select '''Data > Entity Maps''' from the menu to display entity-to-entity [[relationship]]s. You can define new relationships, edit or delete existing ones. You can export entries to a file in .csv format, or import new entries from a file.

Select '''Data > Entity Maps''' from the menu to manage entity maps. Entity maps serve for the conversion of one entity record to a record of another entity. This is typically used in sales scenarios, where you convert a lead into an opportunity, etc.

To define a new relationship:

To define a new entity map:

# Select '''New''' from the toolbar.

# Select '''New''' from the toolbar.

# Select a source and a target entity and click '''Save'''.

# Select a source and a target entity and click '''Save'''.