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Importing contacts as Primary contact? RRS feed

  • Question

  • Hi all,

    I have an import with about 500 records, consisting of accounts & contacts. When I import the accounts first, and then the contacts, connected to the accounts, they do end up as contact for the correct accounts.
    However, I'd like these contacts to become primary contacts for the accounts. How do I make this happen with the import?

    Regards, Evert
    Monday, May 25, 2009 12:55 PM

Answers

  • I think I will try this. The blog entry about 'Use Workflow To Set The Primary Contact' does exactly what I needed. :-)
    Regards, Evert
    • Marked as answer by EvertMeulie Monday, May 25, 2009 1:43 PM
    Monday, May 25, 2009 1:23 PM

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