03-23-2011 11:20 PM - edited 03-23-2011 11:24 PM
Using Sage Act Premium 2011
When I import my CSV File it is merging all the fields except for the contact field.
I want it to match to the COMPANY and add the missing fields. (one of these being the contact field)
I have match records on company only. When I test is on 1 contact, it matches but does not merge the contact name.
Any help would be greatly appreciated.
03-24-2011 12:54 AM
03-27-2011 05:10 PM
03-28-2011 12:09 AM
I found a work around:
Mapped it to a different vacant field, then did a lookup based on recent import (sorted by time - and omitted the ones from earlier) then did a copy from the vacant field to the Contact field.