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Thank you< I will give those a try.
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bbullins-
[quote user="bbullins"]1) I would like to be able to add a few fields to
the new lead screen. For example I would want to add a new field called Product
and it would be a dropdown with a list of manufacturers to select from.
The next box would be product with a dropdown showing product types and the
last just a blank ...
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Tom-
It should work for 1000 records.
To import using clipboard for option 1 of import/exporting select Import into a table from the clipboard.
-Michael
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1) I would like to be able to add a few fields to
the new lead screen. For example I would want to add a new field called Product
and it would be a dropdown with a list of manufacturers to select from.
The next box would be product with a dropdown showing product types and the
last just a blank field for Quantity. I have figured out ...
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pdirect-
What is the status of the Activities that are on or before today (In particular the Status Type which can be found by editing your activities statuses)?.
There is a filter to only show activites that have an activity status type of pending.
-Michael
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There's nothing different to my knowledge about this csv file.
How do you import from the clipboard?
If it works, do you see any issue doing so with a much larger file (1000 entries instead of 4)? I ask because this is simply a test to make sure I have the file set up properly. It if does, I need to import the same data from the ...
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Tom-
I am unable to duplicate that exact message, even when I set columns name to have the same name or import into the same field.
What if you try import from clipboard? I used the sample data you gave me and pasted into the copy utility and it imported fine without any errors. I wonder if there is something potentially off with the CSV ...
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When we open an existing opportunity and look at the activities tab for that opportunity, and try to use the "shared activities on or before today" view, it doesn't show any activities. It's only when we select "Shared activities" that it actuall shows activities BEFORE today. This ...
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On the opportunity window, the company name no longer shows up by default. I know I can customize it, but I try to stay away from that if possible. I wanted to put in my 2 cents that the company name should be shown by default. Contact name isn't as important as the company name since people come and go at companies. We ...
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I thought that was a pretty good idea, but unfortunately it didn't work. I changed all three columns in which "name" was a separate word, and don't see any other similar conflicts.