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Tuesday, January 06, 2009
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ACT Import - Ad...
ACT Import - Advanced Search
okoudy
11 posts
www.promero.com
Joined
3/15/2007
ACT Import - Advanced Search
Posted: 15 Mar 07 10:11 AM
I imported my data from ACT to SPCRM. I want to be able to search on nearly any field..... But specifically the following:
I prefer to do "contact" searches and contact views.
Industry (note: this field is only available in the Account view, but I'd like it to be in the Contact view)
Type (note: this field is only available in the Account view, but I'd like it to be in the Contact view)
ID / Status (note: this "ID / Status" is something that was imported from my previous database -- ACT!. I used it alot. I want it to be viewed from the contact view and searchable. I will make it a drop down menu and I'll populate the box with the choices...... I was hoping that was going to happen on the import.....but I guess not. Note #2 - the ID/ Status only shows up when I "edit" the account view. I'd like it to be viewed always and in the contact view.)
Thanks,
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