Pairing with a different record type
To pair a record type in the “To” template with a different record type in “From” template:
- Select the level-01 “field name” for the record type on the Field Mapping panel.
- On the From Field Mapping panel, select the “From” record type that you want to pair with the “To” record type.
Note: This is useful when your “To” template contains only one record type
that you wish to map to a second record type in your “From” template.