Hi, we are trying to manage our individual records after the Household conversion and have hundreds of new individual records with Tess auto inserted "Dear" fields. We have run a report and changed the field manually through Excel and I would now love to "back dump" the info through some automated method to update the actual Tess records.
Can anyone please help?
Thanks!
George,
There really isn't a way to do this from the front end (although if someone has one, I'd love to get a peek at it). If you have a Database person at your disposal, you can have them import the records directly into the database and update the values through SQL.
- Levi