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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 ...


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