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Demand Tools V

I have been using demand tools for the past 8 years and it became a necessary tool for me on a daily basis. I just converted to Demand Tools V and have this question. How is this an improvement? The old version was simple and very intuitve. Unless I'...

gallen by Enthusiast
  • 2401 Views
  • 4 replies
  • 5 likes

Resolved! Dedupe Winner Rule When Records Exact Same

I have a scenario where I'm wanting to merge records that are the exact same (all fields match, including created/modified dates) due to an import.  I have a couple thousand records, so I don't want to have to manually select a winner.  However, I ca...

Murphybp79 by Frequent Contributor
  • 389 Views
  • 2 replies
  • 0 likes

Restore Logging On Error

I am new to DemandTools.  I have been able to run dedupping in the 2.91 version, but everytime I try in version V, I get this error: Restore Logging on.  I have tried logging out and back in, but nothing seems to work.  I am not sure what to do.  Can...

Line Break in CONCATENATE Formula

I couldn't find this in any of the existing documenation, so posting this for anyone else that may have the same questions.If you want to add a Line Break when using a CONCATENATE formula you can use the CHAR(10) character to add it. Example:CONCATEN...

Murphybp79 by Frequent Contributor
  • 207 Views
  • 0 replies
  • 2 likes

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! 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.

Scott_F by Enthusiast
  • 372 Views
  • 1 replies
  • 2 likes

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...

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