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Agile ConnectLink™

USER GUIDE

Do Not Update Flag

There is a field called “ConnectLink Do Not Update” – when it is checked it will keep that record from being updated by batch processes.

There is a field called “ConnectLink Do Not Update Hierarchy” – when it is checked it will keep that record’s hierarchy from being updated by batch processes.

The processes that ignore Accounts/Contacts with this field set to true are:

  • Account hierarchy batch.
  • Contact hierarchy batch.
  • Bulk Update/Bulk Update All
  • Accounts when “Sync Entire District” (from the sync modal) is selected.
  • Contacts when “Sync Personnel” is selected from the account ConnectLink Sync page.

Note: The ConnectLink Status and ConnectLink Last Sync Date will update even if the Do Not Update box is checked.

Note: Selecting Do Not Update on a district record does not freeze the entire district.

Speak with a Consultant     |     866.782.0241 x 108     |     [email protected]

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