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Pro |
Any chance of adding this feature?
I don't understand why you can merge contact's extra fields, but not organization's. Christian |
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Marketcircle Team |
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 |
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Journeyman |
I don't think anyone understands this limitation. I'd love to see it implemented in a future build.
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Marketcircle Team |
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 |
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Journeyman |
I'm looking for the same functionality with Organizations that I have with contacts: find duplicates, if so desired, merge.
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Marketcircle Team |
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 |
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Pro |
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 |
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Marketcircle Team |
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 |
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