• Import Duplicate Detection with Related Fields

    I had a non-db field added to the duplicate check screen on the import process, but that field no longer displays. It was made up of the first_name,last_name, and account_name fields. This no longer appears on the duplicate check dialog. I then created…
  • How to Import Contacts and Link Account Name to Opportunity or Account Based on a Status Field

    Trying to wrap my head around the below issue and need a little guidance. Sugar 9.0 Professional OnDemand Our Flow: Leads (Called Unclaimed Leads in our instance) is a list of companies that fit our business model and have been pre-qualified by marketing…