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CCaffrey
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Member since ‎Apr 9, 2022
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CCaffrey
Contributor
April 26, 2023
Reply to How to import associated contacts into deals
I don't recall this having worked for me in the past but I'll have to give it another go. Is there not a way to associate Company and Contact ID's for...read more
CCaffrey
Contributor
April 07, 2023
Reply to Why are deals creating an auto generated blank associated contact?
Shoot, I deleted all the blank contacts. I'll have to try again once another blank contact is created.
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CCaffrey on April 06, 2023
Why are deals creating an auto generated blank associated contact?
Hi all, Recently I've experienced what seems like a bug where deals are auto generating a blank contact in the 'Associated Contact'. Has anyone else run into this? This has happend to about 1/3 of my open deals. I haven't removed or deleted any p read more
Reply Discussion Deals
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2 Replies
CCaffrey
Contributor
February 14, 2023
Reply to How to import associated contacts into deals
I have just imported Company only as associated with the deal and not the Contact. I hadn't found a solution to date or attempted again recently.
CCaffrey
Contributor
April 27, 2022
Reply to Import Parent Child Relationships for Companies and Contacts...
@MShandor tried this exactly as you outline and it does not work. There is no way to select "Parent Company" during the import because it is a "R...read more
CCaffrey
Contributor
April 27, 2022
Reply to Import Parent Child Relationships for Companies and Contacts...
This feature really needs to be implemented. This is incredebly frustrating. I have thousands of contacts that need parent/child associations impor...read more
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