Search results by user ID 5459

Re: Importing from Excel to CRM

sloturtle — Fri, 09 Dec 2011 23:18:16 GMT

I have a picture, but I don't know how to send it to you. Trying to send you an email using the forum doesn't allow attachments.

Re: Importing from Excel to CRM

sloturtle — Thu, 08 Dec 2011 21:53:28 GMT

Thanks I got the website working now.

The Bill to problem is on the customer page, it automatically puts the Company Name into the first line of the Bill To field.

Importing from Excel to CRM

sloturtle — Tue, 06 Dec 2011 00:41:28 GMT

Hello, I am having a little trouble importing from an excel file to CRM Customer field. Specifically I cannot alter what appears in the first line of the shipping/billing address. It always shows the company name, even when I specify a different value in the shipaddressaddr1 field.

My second problem is finding a place to put a website. The Other field has a 21 character limit, and many of my website names are longer than 21 characters. Ideally I would like a field that I can import directly to, but modifying it after the customers are imported is a possibility (though a pain as there are 600+ customers).

Thank you for your help.