I apologise if this is a mind numbing question and I hope I explain myself correctly.
I would like to create two types of contacts. one for our client contacts listed under each account ( easy to do ), the second I would like to create a contact list for our 1099 consultants . The two lists will have different information stored that that of our client contacts.
How can I create two contact lists so that when I add a contact, it will default to their seperate input parameters
Help
Stuart
2 Antworten
Hi Stuart,
You can create a workflow rule that will update the field you are using to designate "type" based on the specific "type" criteria.
In terms of getting all of your existing contacts updated:
1. I would take the same criteria you woudl use to automate the type assignment to new contacts, and create a report that is filtered by that criter and include the contact record Ids in the report.
2. Export the report to CSV.
3. On the spreadsheet, update that "type" field column witht he appropriate type
4. Use Dataloader to UPDATE the existing contacts.
