Tip #949: Imported records are not assigned correctly

Just for you

Today’s tip on record import comes from Guido “Trekkie not Star Wars fan” Preite. (And you can contribute too by sending your tip to jar@crmtipoftheday.com) Today I tried to import some accounts from an Excel file in a new CRM instance using the Data Import Wizard, I need also to assign them to the right […]

Tip #517: Disabled user’s personal views

Sometimes you get the same question from multiple people. This week, it was people asking about what to do with personal views owned by users who are no longer active. Consider if you have personal views shared with multiple people, you disable that user, and now nobody can edit or delete those views. What can […]