Note field added to the mapped data column to input a brief note about that account? I would like to see in list format from mapped data if my last contact with that account had any opportunities - e.g. follow-up in winter, no projects at this time, built new facilty last year, renovated recently, etc. This way when I run the data set for individual state with a certain account type, it will save a ton of time instead of always having to click the account and go back and forth.
Paul
Note field added to the mapped data column to input a brief note about that account? I would like to see in list format from mapped data if my last contact with that account had any opportunities - e.g. follow-up in winter, no projects at this time, built new facilty last year, renovated recently, etc. This way when I run the data set for individual state with a certain account type, it will save a ton of time instead of always having to click the account and go back and forth.