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New Member
Posts: 1
Registered: ‎12-03-2009

Data export

I apologize in advance for the simplicity of this question.  I am not a programmer, basically just a glorified SalesLogix 7.2.1 user with admin privileges.

 

Our production database has gotten out of control.  We have duplicates, invalid information, etc, and we have decided it is time to take a step back and clean it up.  Is there any way to export our account/contact information to some type of spreadsheet, so we can make our changes, and then import it back into the client and apply the changes?  To make these changes one account/contact at a time would be very cumbersome and take a decade, which is exactly the reason it has not been done to date.  The problem keeps growing. 

 

Thank you in advance for any advice. 

 

 

Highlighted
Moderator
Posts: 440
Registered: ‎05-07-2008

Re: Data export

Instead of exporting how about using the "Check for Duplicates" functionality.  From the Windows Client  Tools|Maintenance|Check for Duplicates?

 

John Perona

Director, Infor CRM Development

Infor CRM

Infor CRM