Import of Data

Hi Guys

Is their a way that when data has been improted into contacts in CRM, a tick
box is automatically selected on the contacts screen.

E.g Have a checkbox called 'Cross' which needs to be ticked when the data
has been inserted for all new imported contact records.

Thanks in advance

Patrick
Wed Jun 13 08:51:01 CDT 2007

You need to create either a workflow rule or post callout to do this if you
want this to happen every time you create new records.
If you just want to update the records currently in the database Crm has an
option called Bulk edit. To use this:
- goto the contacts list
- select all the records you want to check the 'Cross' checkbox for
- in the More Actions drop down menu choose edit
- update the field you want
- hit save.
This will update all the fields you changed to their new values, fields you
do not change will not be update. Using this option you can update 250
records at once. You do need the Bulk edit permission for this.

--
Patrick Verbeeten (MCSD)
Lead Developer
Aviva IT
Web: http://www.aviva-it.nl


"Sukh" wrote:

> Hi Guys
>
> Is their a way that when data has been improted into contacts in CRM, a tick
> box is automatically selected on the contacts screen.
>
> E.g Have a checkbox called 'Cross' which needs to be ticked when the data
> has been inserted for all new imported contact records.
>
> Thanks in advance

Gerry
Wed Jun 13 12:59:01 CDT 2007

The answer is yes.

The first thing is to make sure that you have the attribute created in
Contacts.
Is the Attribute boolean (yes/no?) or Text?
Yes/No translates to 1=yes and 0=no

The next thing is to add the field in your data to be imported. How to do
this depends on the type of data to be imported?
Is your data a data base?
Is it an Excel Spreadsheet?
Is it a Comma Separated File (CSV)?

After you have added the field to your data to import, simply match the fields

What are you using to import your data? Are you using the Bulk Import Tool?
I just did s quick test of 3 dummy leads. We prefer to Import Leads and
convert them to Contact. Whatever value you use for "Cross" needs to be
mapped. Therefore, even though I say "yes" in the field, I have to map it to
yes. After importing, my boolean field box is checked.

Gerry


"Sukh" wrote:

> Hi Guys
>
> Is their a way that when data has been improted into contacts in CRM, a tick
> box is automatically selected on the contacts screen.
>
> E.g Have a checkbox called 'Cross' which needs to be ticked when the data
> has been inserted for all new imported contact records.
>
> Thanks in advance