 | Importing Additional Contacts with E-Mail into GMPE |  |
 Posted: Tue Mar 23, 2010 4:17 pm |
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| automationstation |
| Sensei of the GoldMine |
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| Joined: 16 Jan 2009 |
| Posts: 193 |
| Location: Saint Paul, Minnesota |
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Using Inaport, latest version off web site... importing into GMPE v8.5.2.8
Trying to import additional contact records matching up on a unique field in KEY5. I can get the contacts to import, but I can't get the E-mail address to link/associate itself with the appropriate additional contact (to light up the Right Click | Send E-mail menu on the Additional Contacts Tab).
What am I missing? My profile looks like this:
_contact1
_additional contacts
I see the vfEmail field (where the E-mail address goes) but how do I get it to link to the appropriate contact record? Any suggestions welcome. |
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Eric L. Turnipseed, President, SBSC, MCSE
GoldMine CRM Certified Technician/Trainer
The Automation Station, Inc.
Phone: (651)248-3191 |
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| Posted: Sun Apr 04, 2010 2:31 pm |
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| automationstation |
| Sensei of the GoldMine |
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| Joined: 16 Jan 2009 |
| Posts: 193 |
| Location: Saint Paul, Minnesota |
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_________________
Eric L. Turnipseed, President, SBSC, MCSE
GoldMine CRM Certified Technician/Trainer
The Automation Station, Inc.
Phone: (651)248-3191 |
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| Posted: Sun Apr 04, 2010 6:24 pm |
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| BobTaylor |
| GoldBox Guru |
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| Joined: 07 Sep 2007 |
| Posts: 1216 |
| Location: Jacksonville, FL |
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| Well, GoldBox is one possibility. |
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Bob Taylor
Bob Taylor Consulting
(904)646-9861
www.goldboxbob.com
Consulting with GoldBox and GoldMine since 1997. |
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| Posted: Mon Apr 05, 2010 8:21 am |
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| automationstation |
| Sensei of the GoldMine |
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| Joined: 16 Jan 2009 |
| Posts: 193 |
| Location: Saint Paul, Minnesota |
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| BobTaylor wrote: |
| Well, GoldBox is one possibility. |
I know... GoldBox does this perfectly... was hoping to get Inaport to do this as well since the source files were CSV. Thanks! |
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_________________
Eric L. Turnipseed, President, SBSC, MCSE
GoldMine CRM Certified Technician/Trainer
The Automation Station, Inc.
Phone: (651)248-3191 |
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| Posted: Mon Apr 05, 2010 9:06 am |
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| BobTaylor |
| GoldBox Guru |
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| Joined: 07 Sep 2007 |
| Posts: 1216 |
| Location: Jacksonville, FL |
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Don't forget GoldBox's own CSV to dBase utility. It does an outstanding job, and is very easy.
Edit....
My apologies...just realized that this is the Inaport board. My posts are inappropriate, so please feel free to delete them. |
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_________________
Bob Taylor
Bob Taylor Consulting
(904)646-9861
www.goldboxbob.com
Consulting with GoldBox and GoldMine since 1997. |
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| Posted: Mon Apr 05, 2010 11:37 am |
Points: 0 |
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| automationstation |
| Sensei of the GoldMine |
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| Joined: 16 Jan 2009 |
| Posts: 193 |
| Location: Saint Paul, Minnesota |
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| automationstation wrote: |
| BobTaylor wrote: |
| Well, GoldBox is one possibility. |
I know... GoldBox does this perfectly... was hoping to get Inaport to do this as well since the source files were CSV. Thanks! |
Let me rephrase... I am sure Inaport does this... I think it is more of a case of "operator error". Was looking for some assistance in getting this right. |
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_________________
Eric L. Turnipseed, President, SBSC, MCSE
GoldMine CRM Certified Technician/Trainer
The Automation Station, Inc.
Phone: (651)248-3191 |
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