04-30-2014 08:49 AM
You can do this in mass within the SalesLogix Administrator | Tools | Realign Territories
To delete the duplicate data you can use the Purge Records functionality within the SalesLogix client logged in as the admin user: Tools | Maintenance | Purge Records
Ensure you back the database up before using either.
04-30-2014 08:59 AM
I just noticed that one import instead of uploading multiple contacts fro one account, imported the same contact multiple times.
The second import did it correctly but I can't locatevia create date or importsource. Any ideas?
04-30-2014 09:19 AM
Can you not use the team to locate the data? You said only Admin has access. Hopefully this is the only data you have in this team?
04-30-2014 09:28 AM
We don't use teams
I noticed that the create date is the same for both imports but when I create a group based on the create date I only get the list with the dups. I made sure the Return distinct row is unchecked. I am not sure why it is not picking up that data,
04-30-2014 10:54 AM
I think I have it figured out, just did a test import and everything appears to be working. I deleted the other two imports and was able to upload, realign, create contact and account groups via import source and/or create date. Thank you so much for your help.
05-01-2014 09:05 AM
After importing the postalcodes the import is dropping the zero in the zip code, example 08505 is importing as 8505. If I export to excel I can't recapture the correct code. How can I fix this?
I am also having trouble importing multiple contacts for one account. Instead of uploading each contact it is uploading duplicates of the first contact for that account. If I change the sort order in the list it uploads duplicate accounts but I get all the contacts. So frustrating. What am I doing wrong?