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Importing Additional Contacts with E-Mail into GMPE
PostPosted: Tue Mar 23, 2010 4:17 pm Points: 0 Reply with quote
automationstation
Sensei of the GoldMine
Joined: 16 Jan 2009
Posts: 193
Location: Saint Paul, Minnesota




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.

_________________
Eric L. Turnipseed, President, SBSC, MCSE
GoldMine CRM Certified Technician/Trainer
The Automation Station, Inc.
Phone: (651)248-3191
View user's profile Send private message Visit poster's website

PostPosted: Sun Apr 04, 2010 2:31 pm Points: 0 Reply with quote
automationstation
Sensei of the GoldMine
Joined: 16 Jan 2009
Posts: 193
Location: Saint Paul, Minnesota




Bump

_________________
Eric L. Turnipseed, President, SBSC, MCSE
GoldMine CRM Certified Technician/Trainer
The Automation Station, Inc.
Phone: (651)248-3191
View user's profile Send private message Visit poster's website

PostPosted: Sun Apr 04, 2010 6:24 pm Points: 0 Reply with quote
BobTaylor
GoldBox Guru
Joined: 07 Sep 2007
Posts: 1216
Location: Jacksonville, FL




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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PostPosted: Mon Apr 05, 2010 8:21 am Points: 0 Reply with quote
automationstation
Sensei of the GoldMine
Joined: 16 Jan 2009
Posts: 193
Location: Saint Paul, Minnesota




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!

_________________
Eric L. Turnipseed, President, SBSC, MCSE
GoldMine CRM Certified Technician/Trainer
The Automation Station, Inc.
Phone: (651)248-3191
View user's profile Send private message Visit poster's website

PostPosted: Mon Apr 05, 2010 9:06 am Points: 0 Reply with quote
BobTaylor
GoldBox Guru
Joined: 07 Sep 2007
Posts: 1216
Location: Jacksonville, FL




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.

_________________
Bob Taylor
Bob Taylor Consulting
(904)646-9861
www.goldboxbob.com
Consulting with GoldBox and GoldMine since 1997.
View user's profile Send private message Send e-mail Visit poster's website

PostPosted: Mon Apr 05, 2010 11:37 am Points: 0 Reply with quote
automationstation
Sensei of the GoldMine
Joined: 16 Jan 2009
Posts: 193
Location: Saint Paul, Minnesota




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.

_________________
Eric L. Turnipseed, President, SBSC, MCSE
GoldMine CRM Certified Technician/Trainer
The Automation Station, Inc.
Phone: (651)248-3191
View user's profile Send private message Visit poster's website

Importing Additional Contacts with E-Mail into GMPE
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