Our database has 20 odd thousand contacts in it. We used to have 3 territories and we have recently downsized to just one. I would like to be able to remove the contacts that are outside of our territory and either have them saved somewhere as a backup that we could access if we had to or even export them to their own database. Is there an easy way to do this?
One of the easiest ways to do what you want is to save a copy of your database (File | Save Copy As | make a copy of the entire database and then delete out of your working copy all the contacts that you don't want. If you create a lookup of those contacts first, you can delete the entire lookup at the same time.
Roy Laudenslager ACT! Certified Consultant Techbenders email@example.com
Ok, I just got remote access to the server (YEAH!). I created an empty copy of the database following the directions from KB. However, I'm now confused as the new copy doesn't have the custom field I had entered into the old database earlier in the week (also created by following the directions in KB). I was under the assumption that the empty copy meant it was copying my layout and whatnot of the old database. Should I just add the field in and then continue with my exporting or do I need to do something differently? As for the exporting of data, can I go straight from one database to the other or do I have to export into excel then import as a csv?