MattNC
Thu May 26 09:25:35 CDT 2005
www.c360.com -- they have an add-on called SearchPac. SearchPac's Query
Manager lets you do bulk updates to the standard entities. You create a query
and it returns your results (like Advanced Find, only more complex queries)
and you can click the Actions menu and do a Bulk Update. However, it doesn't
expose the Price lists for queries or updates, which is why I recommended
Scribe. The next version of CRM is supposed to have something similar to
c360's SearchPac built into it, but I don't know if it will have the ability
to update pricelists.
Good luck!
--
Matt Wittemann
http://icu-mscrm.blogspot.com
"Mikkhail" wrote:
> Thanks Matt!
> Does anybody have any other method other than Scribe to make bulk changes to
> data which "works" and it's not too complicated and time consuming. I am sure
> there must be a way to make bulk changes inplemented in the CRM system.
> Thanks.
>
> "MattNC" wrote:
>
> > Notes are stored in the annotationbase table in CRM. As for frequent bulk
> > updates or imports, your best bet is going to be a product called Scribe
> > (www.scribesoft.com)
> > --
> > Matt Wittemann
> >
http://icu-mscrm.blogspot.com
> >
> >
> > "Mikkhail" wrote:
> >
> > > Can somebody tell me which is the table to import notes via DMF tool.
> > >
> > > The other question is which is the best vay to make bulk changes of data in
> > > CRM. I need to make monthly changes to pricelists.
> > >
> > > Thanks.