Nina Dennison
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Recent activity by Nina Dennison-
We've merged a few duplicated accounts and now when we import contacts that previously had an OLD Account number it's Failing to import because the old Account # is gone. We have no way of changing...
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I'm trying to import information for an account, it lists "Bill-to Address" as an option for Import, but when I go to the Account and Edit Layout on the Account side it doesn't give me the same opt...
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So, if this is for Bulk Leads, why isn't there an option to Import Account Leads?? I only see an option to import Accounts and Contacts. This cuts the "Leads" option out and in the Accounts we hav...
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What is a Bulletin?? Is it just another name for "meeting invite"??
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How do you REMOVE duplicate accounts or unwanted accounts? The merge process isn't always viable because we want to clear out old information.
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Hi Sam, Thank you. We have the Universal settings in the Site configuration, but the users have the individual setup as well that we were shown when it was created. So, this one user's settings so...
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Thanks David, I realized I missed a detail in my 1st question. I need the new date to be (In Date) -31 and then land on a week day. I tried a few different ways to add your formula and it comes up ...
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How can I create an "IF" formula to cause a date to populate only on a WEEKDAY instead of a weekend? Example: =IF(WEEKDAY(In Date,1))=(Sat or Sunday) = the next business day. --not sure what to us...
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Hi Mike, The example below, the Description column is Editable, but the other column options are not. I've tried Alternate Description 2 (no column appears) and Details column but it pops open a sc...
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I want to add a Column that we can add Details without having a pop-out box. Is it possible to add a UDF that allows us to Edit a field of information on the screen instead of it opening another bo...