Import Tool Oddity & De-Duping Tool Question
Posted: Tue Sep 21, 2010 1:30 pm
Hi, I love the Importer Tool for Seedcode Complete, so simple and so cool. I used it to import a bunch of companies that had no contact names and I noticed that it created the Company records properly, but did not initiate the lookup of the CompanyName field in Contacts. As a result of this, in List View in Contacts, there are no Company Names. Seems like we might want to adjust that in a future build, well, if we can of course.
On a semi-related matter... it seems like this Importer could be made into a pretty nifty de-duping tool if we set up some relationships between the tables to check for matching data first, before setting all the fields. If matching data is found, prompt the user to over-write, update, or leave alone. The logical structure behind this awesome idea escapes me, but I'd like to throw it out there for discussion. Am I off base here?
A De-Duper Tool would be monstrously awesome. Huge! I am constantly importing and re-importing updated lists of prospects from the web and other places.
On a semi-related matter... it seems like this Importer could be made into a pretty nifty de-duping tool if we set up some relationships between the tables to check for matching data first, before setting all the fields. If matching data is found, prompt the user to over-write, update, or leave alone. The logical structure behind this awesome idea escapes me, but I'd like to throw it out there for discussion. Am I off base here?
A De-Duper Tool would be monstrously awesome. Huge! I am constantly importing and re-importing updated lists of prospects from the web and other places.