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Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Did you know? Replacing entity address records..
Did you know?
When importing address records to entities, a common mistake is to add more addresses to the entity, instead of replacing the addresses present. During implementations, I have seen consultants end up with 10-15 addresses per customer, when each customer has a single billing & Shipping address. I have seen end users upload 'address corrections' that also end up as new addresses, and it can become a mess quite quickly.
If you want to add new addresses to your entities, and keep the existing, or if you prefer to replace all existing addresses - there is a setting within the import assistant that controls this. During your import, expand 'Advanced Options' in step 2:
~angela
Angela Bayliss
Jade Global - SW Florida
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