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LanceHaverkamp
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Member since ‎Nov 20, 2017
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LanceHaverkamp on April 26, 2019
Filter by multiple locations
How do we filter by a list of postal codes, or cities? I tried pasting a list of zip codes, or cities, delimited by commas or semicolons, but the CRM keeps treating them as one giant entry, rather than a delimited list of zip codes. Obviously, read more
Reply Discussion Contacts
0 upvote
1 Reply
Solved
LanceHaverkamp on April 22, 2019
lead form notes into contact notes
Our website leads often want to add additional notes. How do I add contact notes as a form field?
Reply Discussion Contacts
3 upvotes
3 Replies
LanceHaverkamp
Member
April 22, 2019
Message field works, but not well. Form messages seem to disappear into the depths of contact info, rather than become part of the conversation tha...read more
Solved
LanceHaverkamp on April 22, 2019
lead form notes into contact notes
Our website leads often want to add additional notes. How do I add contact notes as a form field?
Reply Discussion Contacts
3 upvotes
3 Replies
LanceHaverkamp
Member
April 22, 2019
Message field works, but not well. Form messages seem to disappear into the depths of contact info, rather than become part of the conversation tha...read more
Solved
LanceHaverkamp on April 05, 2019
reset CRM to factory new condition
Some things didn't get set correctly from the start. I've downloaded the data, and I'm cleaning it up in a spreadsheet. How do I reset everything--especially getting rid of form created properties, so I can upload the cleaned contacts, and start f read more
Reply Discussion Contacts
6 upvotes
2 Replies
Solved
LanceHaverkamp on July 31, 2018
Data cleaning: merge fields
I need to do data cleaning; like merging fields because we have State & State/Region. ...and for some bizzare reason contacts who sign-up on our website form create an additional State field rather than using the existing State field. Where a read more
Reply Discussion
0 upvote
3 Replies
LanceHaverkamp
Member
July 31, 2018
OK, I fix them manually...then how do I get your wordpress form importer to honor out-of-the-box field names, (like address, state, zip, etc) rather ...read more
Solved
LanceHaverkamp on July 31, 2018
Data cleaning: merge fields
I need to do data cleaning; like merging fields because we have State & State/Region. ...and for some bizzare reason contacts who sign-up on our website form create an additional State field rather than using the existing State field. Where a read more
Reply Discussion
0 upvote
3 Replies
LanceHaverkamp
Member
July 31, 2018
OK, I fix them manually...then how do I get your wordpress form importer to honor out-of-the-box field names, (like address, state, zip, etc) rather ...read more
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