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Pugs_Validity · 02-26-2024

We are happy to announce the DemandTools V Convert Certification test!!! DemandTools V Convert Certification Test For those that may not be aware, this is part of a larger program for users to become fully certified in the DemandTools V platform. We ...

Pugs_Validity · 02-22-2024

@JonG_Validity put together a great video displaying all the new features available as of DemandTools Version 5.34. New Features Include: 5 Levels of Object HierachyNew & Improved Tune FunctionalityEnhanced Import Module Field MappingClearly defined...

Pugs_Validity

Hey Rick - When you say Files, are these attachments on Accounts? You could theoretically do an Update within Insert to identify matches. If you wouldn't mind sending us an email to DemandToolsCOE@validity.com, it would be best for a member of our te...

Pugs_Validity

Hey @michael-wtds - Checking in to make sure you saw yesterday's release of 5.37.1. You can now import content documents. Instructions are outlined on this document. Let us know if you have any questions!

Pugs_Validity

Good question @Mike-B. The best way I see this working would be to set a Field Rule custom score that is dependent on another one of the populated address fields. For example, the rule below, I am saying I want the Billing Street of the record that h...

Pugs_Validity

Hey @bhare1357 - That one is a doozy, I can't figure out a way we'd be able to find that most recent activity created date to populate. Always worth a feature request! Never know who may be looking for something similar.

Pugs_Validity

Hey @LeynaHoffer, it is all ran in real-time locally on your machine. All the data is shared via Salesforce with API Calls, we do not store anything in a cloud.

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DemandTools V Convert Certification Now Available!

VIDEO - New DemandTools V Features - February 2024

Re: Duplicate File Names

Re: How do I import ContentNotes with DTV?

Re: Dedupe Address Grouping?

Re: Update field on contact with most recent activity date - a long shot

Re: Data Storing

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