How do I prevent the wrong email domain from being summarized on Account?

Before we discuss your options, there are a couple important items you should know about how Align.ly summarizes "Email Domain(s)" on Account.

  1. Each time Align.ly runs, it scans all the Contacts on each account and summarizes unique email domains into the "Email Domain(s)" field.
  2. Each time Align.ly runs, it will overwrite the "Email Domain(s)" field unless "Lock Account" is set to TRUE.
  3. Email domains in the Email Domain Exclusion List will not be summarized in the "Email Domain(s)" field on Account.
  4. Contacts with "Lock Contact" set to TRUE will not have their email domain summarized into the "Email Domain(s)" field on Account.

With that context, there are four options to prevent the wrong email domain from being summarized on Account:

  1. Re-parent the Contact into a new Account. As long as "Lock Account" is set to FALSE, the next time Align.ly runs the "Email Domain(s)" field will be updated.
  2. Set "Lock Contact" to TRUE on the Contact with the email domain that you do not want summarized on Account. As long as "Lock Account" is set to FALSE, the next time Align.ly runs the "Email Domain(s)" field will be updated.
  3. Manually update the "Email Domain(s)" field with the proper email domains and then set "Lock Account" to TRUE. This will lock the value of the "Email Domain(s)" field. The next time Align.ly runs, the "Email Domain(s)" value will not be overwritten.
  4. Add the email domain to the Email Domain Exclusion List.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us