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WertzDesigns
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Member since ‎Apr 9, 2019
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Chad Wiertzema

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WertzDesigns on April 17, 2019
Hello, I am uploading a data into the CRM and when I do so it creates duplicate companies vs updating the company data that is already present. How do I upload data that just adds or overwrites exsisting data that is already present? Thanks Chad read more
0 upvote
2 Replies
Participant
April 23, 2019
Jenny this makes perfect sense to me. Thank you for taking the time provide me with this solution. Greatly appreciated.
NatCase on August 03, 2017
My sales reps REALLY REALLY NEED this feature. They are on the road all day working from their iPads and iPhones, not the luxury of our office desktops. Having to log in to their PC's remotely takes them a lot of time and frustrates them. It's impor read more
149 upvotes
93 Replies
Participant
April 19, 2019
I agree with everybudy that has posted on this thread. The ability to add attachments and photos via the mobile app is a crucial enhancement that ne...read more
Solved
WertzDesigns on April 17, 2019
Hello, I am uploading a data into the CRM and when I do so it creates duplicate companies vs updating the company data that is already present. How do I upload data that just adds or overwrites exsisting data that is already present? Thanks Chad read more
0 upvote
2 Replies
Participant
April 23, 2019
Jenny this makes perfect sense to me. Thank you for taking the time provide me with this solution. Greatly appreciated.
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