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External Contacts

  • 1.  External Contacts

    GCAP Member
    Posted 12 days ago
    Hi All,

    I have a customer who is in between CRM environments and they moved all their contacts into PC.

    The upload template has a fields in it for both contact id and account id, which they included in the upload. The upload worked well, but the values they're using for account and contact id are real (i.e., not arbitrary)... they are indexed to another application that they'll be integrating with eventually.

    Question is that where do account and contact id those values go? We're not seeing either field in the ui display, and the data is not available via an api fetch either.

    Thanks!
    #SystemAdministration

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    Dean Thames
    Koch Business Solutions
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  • 2.  RE: External Contacts

    GCAP Member
    Posted 12 days ago
    Edited by Dean Thames 12 days ago
    Also, is there a way to organize, filter or otherwise sort contacts? The sales folks like to be able to see their own contacts in a cohesive list.

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    Dean Thames
    Koch Business Solutions
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  • 3.  RE: External Contacts

    Posted 12 days ago
    Or would there be a way to add a column for Relationships to the External Contacts page, so when someone searches for a contact, they can see the agents that are listed as Relationships?

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    Monica Michaud
    Koch Business Solutions
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