When working with the Key Indicator field, if you select a Default value, your template will save as only for Individuals or Organisations (depending upon which option you selected). If you are working with both Individuals and Organisations, you will need to select a Source Field in the row for Key Indicator. See this tutorial video for more information.
I selected a combined template, but when I save my mapping it defaults to an individual (or an organisation) Print
Modified on: Tue, 6 Dec, 2022 at 5:26 PM
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