Change Contact mapping for "Track in CRM" button

Many of my users have hundreds or thousands of contacts they want to
add to CRM.  Many go in without issue, but some names get hacked up in
all kinds of strange ways.  Example: Dr. Danielle Johnston MD has the
salutation "Dr." and the last name of "Danielle Johnston MD", no title
or suffix.  However, Tim Murphy III, Esq. has the first name of
"Esq.", Last name "III", middle name "Tim Murphy".  The sales rep did
finally find Dr. Johnson alphabetically in the Ds and the attorney in
the I section but this is very frustrating for them and CRM is
starting to be viewed as a hinderance.  I realize this is llikely a
symptom of the way Outlook saved the contact data when it was entered,
and had the people entered the data correctly then this would be a
smaller issue.  Is there a way to add some logic behind the "track in
CRM" button?  Is there a way to fix it in Outlook before it gets
synced?
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12/1/2008 9:39:11 PM
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Option 1 - Use Outlook to clean up the formatting first. In Outlook contact 
form, click on buttom Full Name...and it displays a "Check Fullname " form 
to help you

Option 2 - Use Scribe Insight to connect to user mailboxes/contact folders 
and clean up the formatting using its built-in name-parsing functions.

"Raj" <roger_poulin@hotmail.com> wrote in message 
news:e27ed1de-34ad-4795-a628-ce35be928c7b@v13g2000yqm.googlegroups.com...
> Many of my users have hundreds or thousands of contacts they want to
> add to CRM.  Many go in without issue, but some names get hacked up in
> all kinds of strange ways.  Example: Dr. Danielle Johnston MD has the
> salutation "Dr." and the last name of "Danielle Johnston MD", no title
> or suffix.  However, Tim Murphy III, Esq. has the first name of
> "Esq.", Last name "III", middle name "Tim Murphy".  The sales rep did
> finally find Dr. Johnson alphabetically in the Ds and the attorney in
> the I section but this is very frustrating for them and CRM is
> starting to be viewed as a hinderance.  I realize this is llikely a
> symptom of the way Outlook saved the contact data when it was entered,
> and had the people entered the data correctly then this would be a
> smaller issue.  Is there a way to add some logic behind the "track in
> CRM" button?  Is there a way to fix it in Outlook before it gets
> synced? 


0
discussions (171)
12/2/2008 9:47:03 AM
Reply:

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