We're trying to solve a problem about the way we've been tracking our tradeshow attendance.
When we first started using Dynamics, we added custom fields to the Account for "Tradeshow" and "Year." Unfortunately we created these fields separately, and as companies began attending multiple tradeshows, would just add "Tradeshow 2" and "Year 2" as separate fields on the Account...and now we're up to 8. You can see why this has ultimately become a mess for us.
As we're researching new ways to track tradeshow data, I'm wondering
A) If there's a way to export our old data and reimport it to a new field, so we don't lose the past 5+ years we've tracked
B) How we should start tracking data from here on out
I'd like to be able to import a list that we get from the tradeshow, and have old accounts or contacts updated with the name and year of the tradeshow, and new accounts or contacts be imported as leads.
Curious as to what other companies are doing to track tradeshow attendance.
