hooutoo said:
Ideally, the conversion process should sort all v2 contact records
according to company name, then create a single account record for each
company name in v3 db and then link all associated employees to the
appropriate newly created account. In my case it has been very eradict
in that sometimes it just loaded the company name into the account
field but never created an account record. Sometimes it dropped the
company name altogether and then other times it changed the company
from "ABC inc" to "Employee ABC inc".
Thanks for your reply
Steve
It sounds like the default "File As" for Oultook 2007 no longer matches your
previous "File As" setting, which can result in changed names as you
described. "File As" is the column that shows the display name for a
particular record. It is typically comprised on company name or individual's
name.
How did you initially import these records? Was it an in-place upgrade or
did you import a previous export or a backup of the file?
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