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  • Re: Tag Table

    Wonderful! Thank you so much!!  I now would like to Export and Import the new tag information for my contacts, but I do not see that "contacts" is an option in the drop down menu of the Pick a Table step of exporting? Can you please explain how I would Export my current contact list so that I can edit thier tags in excel and ...
    Posted to Method:Classic General Q&A (Forum) by JenH on 07-24-2014
  • Tag Table

    I created a field for Taglist in the New Lead screen, but realized that I need to tag my contacts not my entities. So now I would like to delete the tag names that I created for Entities so I can create them within the Contacts, but I do not know where to find that tag table to delete the names Thanks! Jen
    Posted to Method:Classic General Q&A (Forum) by JenH on 07-23-2014
  • Re: All tags not showing

    Ok. Thanks! for some reason it wasn't letting me scroll to see the rest of the tags below the first few.  I have another Tag question though :) I would like to add the tag list option that is in the edit contact screen to the New Lead Screen. I followed the instructions in the help center article: "Any table can support tags. ...
    Posted to Method:Classic General Q&A (Forum) by JenH on 07-17-2014
  • All tags not showing

    I am trying to add tags to my contacts, but the tag list is not displaying all of the tags that I have  https://www.evernote.com/shard/s409/sh/542dc218-5d7b-4aca-9d8f-289d6f04927e/b301f43cda763f9f595040ac19e3359b Thanks!  Jen
    Posted to Method:Classic General Q&A (Forum) by JenH on 07-16-2014
  • View all contacts -- Customers + Leads + Opportunites

    Is there a way to view and/or run a report so that I can see all of these contacts together in alphabetical order? Thanks! Jen
    Posted to Method:Classic General Q&A (Forum) by JenH on 07-16-2014
Page 1 of 1 (5 items)