R
Raj
Many of my users have hundreds or thousands of contacts they want to
add to CRM. Many go in without issue, but some names get hacked up in
all kinds of strange ways. Example: Dr. Danielle Johnston MD has the
salutation "Dr." and the last name of "Danielle Johnston MD", no title
or suffix. However, Tim Murphy III, Esq. has the first name of
"Esq.", Last name "III", middle name "Tim Murphy". The sales rep did
finally find Dr. Johnson alphabetically in the Ds and the attorney in
the Is but this is very frustrating for them and CRM is starting to be
viewed as a hinderance. I realize this is llikely a symptom of the
way Outlook saved the contact data when it was entered, and had the
people entered the data correctly then this would be a smaller issue.
Is there a way to add some logic behind the "track in CRM" button? Is
there a way to fix it in Outlook before it gets synced?
We are using Vista Pro, Outlool Ent. 2007, and CRM 4.0.
Thanks
add to CRM. Many go in without issue, but some names get hacked up in
all kinds of strange ways. Example: Dr. Danielle Johnston MD has the
salutation "Dr." and the last name of "Danielle Johnston MD", no title
or suffix. However, Tim Murphy III, Esq. has the first name of
"Esq.", Last name "III", middle name "Tim Murphy". The sales rep did
finally find Dr. Johnson alphabetically in the Ds and the attorney in
the Is but this is very frustrating for them and CRM is starting to be
viewed as a hinderance. I realize this is llikely a symptom of the
way Outlook saved the contact data when it was entered, and had the
people entered the data correctly then this would be a smaller issue.
Is there a way to add some logic behind the "track in CRM" button? Is
there a way to fix it in Outlook before it gets synced?
We are using Vista Pro, Outlool Ent. 2007, and CRM 4.0.
Thanks