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Thread: Merging multiple contact names to one account

  1. #1
    Matt Moreau is offline Member
    Join Date
    Jun 2007
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    6

    Question Merging multiple contact names to one account

    After importing a csv file from excel into the leads tab, I am having a problem merging multiple contact names to one Account Name. When using excel, I had several contacts for one account and each contact was listed in a different row. See example below:


    Account Name------------Contact Name-------Telephone Number

    XYZ Co----------------------Jon Doe---------------123-456-7891
    XYZ Co----------------------Jane Smith-----------123-456-6789

    In Sugar, how can I merge Jon Doe and Jane Smith to display in the XYZ company Account Name? Does it make more sense to keep them listed separately in the lead list?

    -Matt
    Last edited by Matt Moreau; 2007-09-04 at 07:35 PM.

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