Opportunity Export - Amount (Converted)
Is there a way to Export the Opportunity Amount(Converted) versus 2 separate fields with the Amount and Currency ? I only see Amount when I try and export.
Forum Posts
Resolved! How do I import ContentNotes with DTV?
Are there any posts already written for DTV on how to insert notes with to the ContentNote object?I've been trying to figure out to create new notes for the ContentNote object, which appears to require a file reference when importing. Is there a wa...
Merge Button disabled
Merge button is disabled. who can I enabled,
Use Case: Using DemandTools To Transform Raw Data
@JonG_Validityworked with a customer for an awesome use case we had to share. Using DemandTools new Formula Template operation, the Import module supports several different ways to transform raw data using out of the box Transform Operations or a For...
Video: DemandTools Notifications
If you missed the webinar this morning, take a half hour to learn about DemandTools Notifications in the recording below. As we discuss in the video, this feature is a game changer in being efficient with your data reporting operations for a number o...
Member Spotlight - Sarah Orens
My name is Sarah, and I've had the pleasure of working in the CRM space for nearly 12 years now! I started my career as a support representative in a call center where I first encountered CRM technology using Microsoft Dynamics. That early experie...
Resolved! Mass Moving Stale Reports/Dashboards
I am using DemandTools 5.21 and cannot figure out how to move stale reports from one report folder to another for deletion. Which scenario category do I select? Is there a help document I can reference? If not available, is it on the product roadmap...
Resolved! How can I replicate FieldCopyUnique on Other Address (where individual fields may be blank)
I want to use FieldCopyUnique to save a different Mailing Address to Other Address. So, it looks like I need to define each field individually (Other Street, Other City, Other State, Other Country), but I need to make sure I'm keeping the Other Addr...
DemandTools Academy - November Lineup (Spoiler Alert - New Session on Notifications!)
DemandTools Training Lineup We’re thrilled to announce the addition of new training sessions designed to enhance your DemandTools experience. Join us for a special session on Using DemandTools Notifications on Thursday, November 14. This 30-minute w...
Ask Me Anything Series
DemandTools Newsletter
Read the DemandTools 5.43.0 Release notes (September, 2024)
