
I imported a customer list via the excel spreadsheet templates. The customer records were created, but when adding a person as a contact the customer records do not show up under Company name. I have viewed the customer record, clicked on CONTACT and it asks me if I want to add the customer as a contact record. I say yes and that adds the customer as a COMPANY to the contact list. I can then add a person associated with that company as a contact.
Is there some way to bulk add all of the customer records as CONTACTS/COMPANIES so that I dont have to edit over 1000 records? Seems like the import should have done that step. Any ideas?
Thanks
Hi tnohelty
You can run Create Contacts from Customers and Create Contacts from Vendors batch jobs to create contact records from customers/vendors.
Regards
Ivan