01-14-2013 12:17 PM
I've imported a list and it has multiple contacts at the same company and address. Is there any way to move selected contacts to secondary contact status?
01-14-2013 02:29 PM
Look carefully at the way secondary contacts work:
If you feel they are important enough to import and keep, it might very well make sense to leave them as "real" contacts...
01-14-2013 02:52 PM
Sure, that's a great way to do it.
You might use ID/Status (rather depends upon how else you are using this field).
Or, perhaps you just create a custom Yes/No field (a checkbox) that is "Secondary" or whatever label you want to give - or the flip side - make one called "Primary" that is for the main contact...
Any number of ways to do this, the key thing is to define your protocol and then use it consistently...
01-15-2013 06:15 AM