12-03-2009 01:57 PM
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.
12-05-2009 08:22 AM
Instead of exporting how about using the "Check for Duplicates" functionality. From the Windows Client Tools|Maintenance|Check for Duplicates?
John PeronaDirector, Infor CRM Development