04-29-2009 02:10 PM
I am importing companies that are in the same industry, but are different types of companies. For example, a dental hygienist vs. orthodontist. I want to be able to focus on each type of company and be able to effectively sort out one or the other if I want to make calls, send letters, etc. How would I do this?
The only options I can think of are different databases, but I would rather not do that.
05-04-2009 07:31 AM
You can setup groups for the different company types or create a new field to specify company types.