Viewing 6 replies - 1 through 6 (of 6 total)
  • Plugin Author Dipesh Patel

    (@dipesh_patel)

    Hi Bj?rn Tore,

    Is “Account Name” field in Lead module? Plugin will load only Lead modules – not any other related or connected module with Lead. If you have any confusion or not understanding – please come online on Skype – so we can discussed in detail.

    Thanks
    Dipesh Patel

    Thread Starter bthoem

    (@bthoem)

    Hi Dipesh and thank you for returning on this topic.

    Yes – “Account Name” (Company/ Customer name) is a field in the Lead module.

    When i pull the import template, these are the fields in the Lead module:
    First Name
    Last Name
    ID
    Salutation
    Title
    Department
    Account Name
    Account Description
    Website
    Email Address
    Non Primary E-mails
    Mobile Phone
    Office Phone
    Home Phone
    Other Phone
    Fax
    Primary Address Street
    Primary Address City
    Primary Address State
    Primary Address Postalcode
    Primary Address Country
    Alt Address Street
    Alt Address City
    Alt Address State
    Alt Address Postalcode
    Alt Address Country
    Status
    Status Description
    Lead Source
    Lead Source Description
    Description
    Converted
    Opportunity Name
    Opportunity Amount
    Referred By
    Campaign ID
    Do Not Call
    Portal Name
    Portal Application
    Reports To ID
    Assistant
    Assistant Phone Birthdate
    Contact ID
    Account ID
    Opportunity ID
    Assigned User Name
    Assigned User ID
    Date Created
    Date Modified
    Created By ID
    Modified By ID
    Deleted Address
    Geocode Status
    Latitude
    Longitude

    We don’t need all of these fields, but Account Name would be appreciated:-)

    Bj?rn Tore Hoem
    Cloudwalker AS

    Plugin Author Dipesh Patel

    (@dipesh_patel)

    Hi

    I am sorry – I found the issue and I will release update in next 4 hours.

    Thanks
    Dipesh

    Plugin Author Dipesh Patel

    (@dipesh_patel)

    Hi,

    I have release the update with Account name bug fixed. Please update plugin and click on Synch Field button in Setting page. Let me know if you have any issue.

    Thanks
    Dipesh Patel

    Thread Starter bthoem

    (@bthoem)

    Brilliant – thank you so much!

    Works like a charm:-)

    Bj?rn Tore

    Plugin Author Dipesh Patel

    (@dipesh_patel)

    Thanks for confirmation. Will you please give review to my plugin?

Viewing 6 replies - 1 through 6 (of 6 total)
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