topic Re: Trying to delete acct records and navigate to Mass Impact in DemandTools

Trying to delete acct records and navigate to Mass Impact

PeteIntradiem — Thu, 24 Oct 2024 19:20:07 GMT

I'm attempting to delete which I thought would be as simple as an import or upate. I'm doing this in a sandbox by the way. When I aim to delete, the setup page (1) recognizes 600 records in my Excel file. Mapping is only the Account ID field even though I have 10 columns in my file. I read that delete was done by first navigating to Power Grid or Mass Impact. So two questions: 1) should I have a Power Grid and MassImpact menu/modules on my dashboard, and 2) can someone offer help in how to delete records please (I have all needed permissions)? Thanks much!

Re: Trying to delete acct records and navigate to Mass Impact

Murphybp79 — Thu, 24 Oct 2024 19:42:44 GMT

There is a video here on how to delete account records. Delete (video).

Re: Trying to delete acct records and navigate to Mass Impact

PeteIntradiem — Thu, 24 Oct 2024 20:18:16 GMT

Thank you sir. I obviously overlooked it.

Re: Trying to delete acct records and navigate to Mass Impact

PeteIntradiem — Fri, 25 Oct 2024 15:01:57 GMT

Sir, the other part of my question is about Power Grid and MassImpact menus/modules. I've read different instruction for actions that instructs me to begin by selecting one of these modules. Should I be seeing these two modules on my dashboard? Can you help me on how to access those please?

Re: Trying to delete acct records and navigate to Mass Impact

Murphybp79 — Fri, 25 Oct 2024 15:21:10 GMT

I'm not sure what you're referring to as I've never heard of those. Have you gone through the Getting Started training for DemandTools? If not, I'd recommend starting there. DemandTools Home. That training will review all the modules that exist (Module Overviews: Synopsis and Common Use Cases).

Re: Trying to delete acct records and navigate to Mass Impact

PeteIntradiem — Fri, 25 Oct 2024 16:27:15 GMT

Yes, I have. I guess I need to do it again. I was following a set of instructions using Chat GPT that seemed very explicit. So would an example of Mass Impact be writing formulas in a Modify action? And not a module like I read?

Re: Trying to delete acct records and navigate to Mass Impact

Pugs_Validity — Fri, 25 Oct 2024 16:36:51 GMT

@PeteIntradiem - I think you are looking at instructions for the old version of DemandTools, DemandTools 2.91 and likely have the new version installed, DemandTools V. That would explain why you are not seeing the modules the instructions are referencing. Feel free to reach out to us at DemandToolsCOE@validity.com if you would like assistance with your use case or a demonstration.

Re: Trying to delete acct records and navigate to Mass Impact

Murphybp79 — Fri, 25 Oct 2024 16:37:16 GMT

I don't know what you mean by "Mass Impact". I did find a help article referencing "Power Grid", but this is a feature from the old version of DemandTools. ChatGPT may be using outdated information.

Re: Trying to delete acct records and navigate to Mass Impact

PeteIntradiem — Fri, 25 Oct 2024 17:50:50 GMT

Thank you again for all your help.