Data Management Part 2: Export for Re-Import

As mentioned in Part 1: Bulk Edit, this material is based off my presentation done on CRMUG: The Advanced Basics: Where DO I Go Next as a CRM Admin? In that session, we covered a few topics including out of the box data management techniques. I wanted to dedicate a few blog posts to these topics to … Continue reading Data Management Part 2: Export for Re-Import

Data Management Part 1: Bulk Edit

I recently presented "The Advanced Basics: Where DO I Go Next as a CRM Admin?" with Patrick Wright on CRMUG (Recording available for members to watch). In this session, we covered a few topics including out of the box data management techniques. I wanted to dedicate a few blog posts to these topics to help … Continue reading Data Management Part 1: Bulk Edit