3949426 Newbie

Is this a postini related thing?

not sure if it is what you are referring to - but you can csv load transactions -like tasks accross multiple contacts / customers...

I our instance, Mobile Phone is on the contact table. On a customer search I would choose Contact Fields/ Mobile Phone under criteria.

you could try this: use a formula(numeric) description 'is 1' formula: CASE when {field1}= {field2} then 1 else 0 end

59 days until release 2 eh? This additional feature sounds very close to what I was looking to create - just so long as marketing generated activities are not included - only those from sales... Thank you Mark -for bringing this to my attention!

:) yes - I tried 'min' and 'first' in place of 'last' -both without effect. I'm not sure the ordering is doing anything - when viewing a different example - an activity from the mid range was being presented...

thanks David! - this is going to require me to expand my coding skill sets somewhat, but I will try and implement this if no one is able to help me dynamically set the default within the entity function itself. The fact that I can get it to return ANY activity date with the function -leads me to suspect that getting it to…

We use a 'marketing' subscription status -default to 'on' and remove for supplier only contacts

we associate foreign employees with a foreign subsidiary that uses the correct currency Regards, Darren

nice rtfm mykelsantos!

We are having the same issue -too often creating multiple duplicate records, requiring cleanup. This MUST be a common problem -who's found a work around?

We are having real difficulty implementing an integration between Marketo and Netsuite - it seems that either Marketo or Boomi is unable to handle much of the normalization inherent in our Netsuite data -so we have to back away from , simplify, or manually denormalize things like lead/partner dual relationships, contact…

Have you tried using 'System Notes Fields" 'SetBy' ?

care to share the solution with the wider community??