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For customers, I am trying to change the "Contact" field to be the same as the "Name" field for all records (parent accounts and subaccounts). I'm importing only 2 columns into the Customers table: RecordID Contact My changes are not being accepted when uploaded, and I don't see anything in the Audit ...

How do I select a distinct set of multiple Record IDs.? For example, RecordIDs 561, 2274 and 3584

Thanks, I just needed the proper formatting for the script. Is there a help subject on that or is that more of a general knowledge thing?

I'm looking to clean up some customer/contact data and I'd like confirmation that what I'm changing is comprehensive. I'm looking to do the following Customers Table: Clean up Contact field Clean up CompanyName Field Clean Up Name field These fields also appear in the Contacts, Activities and Entity tables. If I change ...

That appears to have worked, but is very concerning. As a comparison test, I exported only 2 fields: ("Record ID" and "FullName") from the "Customers" table, and I received the same number of records (close to 3000) as when I exported all columns/fields in the Integration Tools interface for the ...

I have close to 3000 customers in my customer table (1500 of which are active), and yet there are only 100 or so of those in the Entity table. Why are they not showing up? Is this a problem?

OK, let's see if I get this straight: I create a new lead that will act as a parent I create another new lead that will be a job of the parent by using the field you identified Upon assigning the job to the parent, the lead will become a Customer In my Edit Customer screen I have a grid that shows all jobs (subaccounts) based on the ...

Our customers have subbacounts (ie. QuickBooks Jop Names) whose "Types" are either "Main Account" or "Staff". These are housed as distinct rows (each one has a Record ID) in the Customer Table. I realize that within the Leads environment, it's possible to create "Contacts", and when the lead is ...

Also: I have been able to successfully add job types to existing customers. My test (ABC) was actually converted from a test lead. Something must be missing or awry in the Customer (parent) account, but I can't seem to figure out what. All relevant fields appear to be there. Finally, I created sales orders for the subaccounts I created and I ...

I created a (parent) customer called "ABC" (Name=ABC, Contact=Test, FullName=ABC, ParentFullName is blank: I created 2 subaccounts: ABC: Name=ABC, Contact=ABC, Subaccount JobType=Subaccount desc:Main Account, FullName=ABC:ABC, ParentFullName=ABC  Mike: Name=Mike, Contact=Mike, Subaccount JobType=Subaccount ...