Hi,
I'm working up making bulk edits to some contacts within BCM 2010.
To do this, I have categorized some Accounts with "red". When I pull the Contact list, display the "Category" field, nothing is showing up. In theory, I would be able to filter to show only those contacts whose Accounts are "red".
Please help, or recommend another way that I can make bulk edits by categorizing first my Accounts, and then have that information transfer to my Contact list.
I'm having a lot of trouble with this as it seems in so many cases, the Account List and the Contact List fields are mutually exclusive. It would be nice if within my Contact filter, I could select "Account Category". That's not an option at this point.
Thanks in advance.
I'm working up making bulk edits to some contacts within BCM 2010.
To do this, I have categorized some Accounts with "red". When I pull the Contact list, display the "Category" field, nothing is showing up. In theory, I would be able to filter to show only those contacts whose Accounts are "red".
Please help, or recommend another way that I can make bulk edits by categorizing first my Accounts, and then have that information transfer to my Contact list.
I'm having a lot of trouble with this as it seems in so many cases, the Account List and the Contact List fields are mutually exclusive. It would be nice if within my Contact filter, I could select "Account Category". That's not an option at this point.
Thanks in advance.