CarreraHalwachs
6 years agoQrew Trainee
Consolidating two fields into one
I inherited a QuickBase database that had been set up (poorly) as a CRM by my predecessor. Rather than creating a drop down menu to classify a client as "current" or "prospect," he created several extra fields in one table. For example, I have a "Client Name" field, a "Client Address" field, a "Prospect Name" field, and a "Prospect Addresss" field. If a client current did business with us, he filled in the "Client Name" field and left the "Prospect Name" field blank, and if it was a prospect, he filled in the "Prospect Name" field and left "Client Name" blank.
The result is that I have a lot of extraneous fields, and my field reps are complaining that they can't find the information they need easily. I have already created a drop down menu to classify a record as a "Client" or a "Prospect," which has made it a bit easier.
There are about 670 "Prospect" accounts, and I would like to merge "Client" and "Prospect" fields into one field. Is there a way to do this easily?
Thank you!
Carrera
The result is that I have a lot of extraneous fields, and my field reps are complaining that they can't find the information they need easily. I have already created a drop down menu to classify a record as a "Client" or a "Prospect," which has made it a bit easier.
There are about 670 "Prospect" accounts, and I would like to merge "Client" and "Prospect" fields into one field. Is there a way to do this easily?
Thank you!
Carrera