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Pro
Posted
Any chance of adding this feature?

I don't understand why you can merge contact's extra fields, but not organization's.

Christian
 
Posts: 197 | Location: East Coast | Registered: June 16, 2007Reply With QuoteEdit or Delete MessageReport This Post
Marketcircle Team
Picture of Sean Mendonca
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Hi Christian,

Not sure if you have seen this already, but you can merge the Contact's default organizations' extra fields.

Thanks!
Sean M


Marketcircle Inc.
smendonca@marketcircle.com
Running Daylite 3.8 and Billings 3.0.3 on an iMac using Mac OS X 10.5.5
 
Posts: 211 | Registered: August 09, 2007Reply With QuoteEdit or Delete MessageReport This Post
Journeyman
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I don't think anyone understands this limitation. I'd love to see it implemented in a future build.


Andrew Rodney
Author "Color Management for Photographers"
http://www.digitaldog.net/
 
Posts: 41 | Location: Santa Fe | Registered: June 11, 2008Reply With QuoteEdit or Delete MessageReport This Post
Marketcircle Team
Picture of Sean Mendonca
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Hi Andrew,

Are you looking at merging directly with an Organization?

Thanks!
Sean M


Marketcircle Inc.
smendonca@marketcircle.com
Running Daylite 3.8 and Billings 3.0.3 on an iMac using Mac OS X 10.5.5
 
Posts: 211 | Registered: August 09, 2007Reply With QuoteEdit or Delete MessageReport This Post
Journeyman
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I'm looking for the same functionality with Organizations that I have with contacts: find duplicates, if so desired, merge.


Andrew Rodney
Author "Color Management for Photographers"
http://www.digitaldog.net/
 
Posts: 41 | Location: Santa Fe | Registered: June 11, 2008Reply With QuoteEdit or Delete MessageReport This Post
Marketcircle Team
Picture of Sean Mendonca
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Hi Andrew,

That is a slightly different feature request that the question Christian is asking for in regards to letter merging with Organization's Extra Fields. I have already logged that (locating and combining Organizations) as a request and will add you to list.

Thanks!
Sean M


Marketcircle Inc.
smendonca@marketcircle.com
Running Daylite 3.8 and Billings 3.0.3 on an iMac using Mac OS X 10.5.5
 
Posts: 211 | Registered: August 09, 2007Reply With QuoteEdit or Delete MessageReport This Post
Pro
Posted Hide Post
Sean,

I have entered <$contact.defaultRole.organization.extra2$> into my order (excel spreadsheet). Extra2 represents one of the company's account numbers.

Nothing happens. Everything else merges correctly, Contact's company address, phone, etc.

Christian
 
Posts: 197 | Location: East Coast | Registered: June 16, 2007Reply With QuoteEdit or Delete MessageReport This Post
Marketcircle Team
Picture of Sean Mendonca
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Hi Christian,

Just to confirm, this field belongs to the Contact's Default Organization and is stated by the default field being checked in the Linked to section?

Thanks!
Sean M


Marketcircle Inc.
smendonca@marketcircle.com
Running Daylite 3.8 and Billings 3.0.3 on an iMac using Mac OS X 10.5.5
 
Posts: 211 | Registered: August 09, 2007Reply With QuoteEdit or Delete MessageReport This Post
Pro
Posted Hide Post
Sean,

Correct. My contact default' organization.

Christian
 
Posts: 197 | Location: East Coast | Registered: June 16, 2007Reply With QuoteEdit or Delete MessageReport This Post
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