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Workbooks Import Wizard
... Workbooks Import Wizard Your import should run smoothly if you have prepared the import data and work through the Import Wizard systematically. We r ...
Can I concatenate fields in the import?
My CSV has address details in several columns. Address line 1, 2, 3 and 4. It also has city and county. Can I concatenate the address lines into a single address? So far I've been achieving So far I've been achieving th ...
Reporting Tips & Tricks: How to "slice & dice" data
It is a relatively common requirement to want to manipulate data into a slightly different format than that in which it's stored e.g. Create a report based on the first 2 characters of a postcode to perform geographical analysis. This forum article ...
Importing multi-select values - a tip
If you are importing into a multi-select picklist field - something which contains comma-separated items within a single field - you need to consider how to build the values for that field. For an example consider a multi-select pi ...
Sales Leads that are not members of a marketing campaign
How can I compile a report that shows all the sales leads that are NOT members of a particular marketing campaign? At first the simple answer to At first the simple answer to this question might appear to be to create a report based on Sales ...