I had forgotten...
So a couple of days ago I was building a group with many different criteria, one criteria was Field: Contact.Status, Value: Active. My company has been using SalesLogix since version 1, and over the years and multiple upgrades the way values are specified has changed. Back to my group...
What I came up with as I was building my group were two different active values for Contact.Status: Active and 1. Active. I thought to myself, what a pain. I now need to specify both values, and do so correctly, so that my group ends up correct. I won't lie, this took me more than one try, but finally I got it. At last I have my completed group in front of me. After I had finished I proceeded to complain to my coworker (Dale Richter) about what a pain it was to have two different values signifying an active contact. He said to me "why didn't you use Global Replace"? Good question. I had totally forgotten what a great help this tool can be. With so many features and functions available it is easy to forget all of the options we have to make our life easier. I decided to conduct a Global Replace for these values so that I wouldn't run into this problem with future groups. Here's how:
- Create a Group of Contacts with the status: 1. Active (Or whatever your status is. Make sure when you are building your group that you drag-and-drop Status onto the Layout tab so that it shows in the list view of your group).
- Once the Group is created choose Tools => Maintenance => Replace Data
- Make sure Contact is the radio button chosen, this is a Contact group after all. Click Next.
- Choose Replace with specified value
- Chose your field from the pick list. In this case Contact.Status
- Enter the new value. For this group it will be Active (we are changing all of the 1. Active to Active). Click Finish.
- You can now replace your group one-by-one or just replace all. I like to do a couple individuals first so I know it is correct and then I will replace all.
- After replacing all your group should be empty. Delete your group. FINISHED!
I hope this helps some of you out there. You can also check out the On Demand recording of Using Global Replace to Update Records for additional examples.
-Brianna