There are only 5 accounts and clients displayed on screen when I enable client-account mapping. What happens to the other clients?

There are only 5 accounts and clients displayed on screen when I enable client-account mapping. What happens to the other clients?


The 5 accounts and clients displayed on screen during client account mapping are just samples, for your reference.

You don’t have to worry about other records. All of them will be mapped and an email with an Excel sheet listing all the mapped and unmapped records and the reasons for failure to map the records will be sent to the Administrator at the end of Client Account Mapping.

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