05-01-2013 01:56 AM
I'd like to be able to search and replace within the Company field.
For example if we have lots of records with Company names like Stratford District Council, and want to replace with Stratford DC. So Search and Replace "District Council" and replace with "DC".
I thought I might be able to work round this by importing from a spreadsheet with two columns, one with the existing Company name and one with the new one. Search and Replace is easy is Excel so would be simple to create the second column. The second column would be imported either into a custom ACT field or some ACT field which is currently empty. Thenonce imported into ACT I could use the Edit, Swap Field function to update the Company name.
However, the Company name is not available for selection in the Swap field dropdown!
Any other ideas?
05-08-2013 08:37 AM
Just to verify, are you attempting to use the Company field while in the Companies view? Or the company field for Contact records?
My previous test was with Contact records, which I found was also available in 2011.
If you were referring to the Company field for 'Companies', it is not an option in 2011 or any other version.