What's new The account dropdown in Data source mapping now displays all accounts available for the property, including accounts that have not yet been activated for the selected department. Accounts that are not yet active are identified with a (*) suffix in the...
What the Row Colors Mean in the Account Mapping Table The Account Mapping Table uses color indicators to help you quickly understand the status of each row and determine whether any action is required. PMI does not automatically map new accounts; however, it may...
If you want to use previous mapping decisions as a reference when working with new data, follow these steps: Go to Mapping Accounts: Access Mapping Accounts from the main dropdown in PMI, or click the red alert box on the Home screen if mapping is required. Select...