This sounds (even to me) like such a dumb questions, but . . .

Didn’t we use to have a delete button on each contact record?

How do we delete an individual record?

Have you tried the new filter option “and search for (standard fields) Company starts with…“

A couple of changes we thinking of:

- to the list on the left, contact records will show the company name and title (if available) underneath the contact name
- in the company related-to display add “Job title” beside the contact name (if available)

With these changes in place do you think this puts it closer to where you’d like to see it?

Kathleen Howard - Aug 18, 2008 05:24pm

Just wondering . . .

Any plans to allow updating more than 1 page of 50 contacts at at time?

If so, I might wait for that change. I am changing permissions and categories on many contacts and it would be a lot easier if I could do more than one page.

Hate to sound like I am complaining, because I really do like Solve360.

Thanks.

No plans currently.

Kathleen Howard - Aug 18, 2008 05:38pm

This sounds (even to me) like such a dumb questions, but . . .

Didn’t we use to have a delete button on each contact record?

How do we delete an individual record?

You delete a contact/blog by selecting the checkbox in the list on left, then choosing delete.  We recently removed the Delete button from the contact and blog forms.  We felt it is not used frequently enough to justify to having it there too… As odd as that might appear it’s true.  Striving for simple always wins here.

So good to know that the question wasn’t quite as dumb as I feared.

I do agree with your defaulting to simple, but . . .

For some reason I am constantly on some record that is not showing in the left navigation pane.  Sometimes, this happens when I click thru several related/company connections.

Once there, how do I get this one-off record to appear to the left so that I can delete it?

Good point “you can’t get there from here”.  Currently you would need to search for it in the filter.

Solve360 Engineering - Aug 18, 2008 05:52pm

Have you tried the new filter option “and search for (standard fields) Company starts with…“

A couple of changes we thinking of:

- to the list on the left, contact records will show the company name and title (if available) underneath the contact name
- in the company related-to display add “Job title” beside the contact name (if available)

With these changes in place do you think this puts it closer to where you’d like to see it?

Part of the issue is that we do much of our “stuff” by company and then choose the appropriate person listed there. 

What you suggest may be a workaround, but I would like to think more on that.

I might just need some more thinking “outside the box” lessons, but the cloud of names under companies/blogs/projects, etc. just don’t compute for me.  Again, if I could see those in a list with the main name to the left - that would help.

What about the other users?  Am I the only one struggling with this?

Again, I may just need to re-work MY thinking.  Thanks for your help.

Again, if I could see those in a list with the main name to the left - that would help.

If you search by the company name field you can get most of the way there now (list contacts for a specific company in the list).  And with “Job title” added to the list, picking from the contacts at a company should be close to what you’re looking for.  ?

You might be tiring of me, but at least you know that I am putting Solve360 to some pretty tough testing as I have entered, categorized, permitted, etc about 5,000 contacts.

Can you include categories as a search option for companies?

We deal with different types of companies but the money is in finding and working with those that are real estate principals.  Would like to search by category so that we can list those companies and their employees.

Thanks.

Wow, that’s great!  We do plan to add additional filters for Companies.  We just need a bit of time to spread programming love to other feature areas before the launch.

We’re feeling the love.

You are all doing a great job and I so appreciate the humor.  But as long as you’re spreading it around, sidle up to that cateogory search for companies and give it a kiss.

With your help we will be able to afford Solve360 after the launch.

Thanks.

Kathleen Howard - Aug 17, 2008 11:41pm

I am affilating contacts with companies and have created a company ING Clarion.

This name, however, will not appear as a choice unless I type Clarion into the Company field.  ING<space>C . . .  will not show up as a possibility.

I have tried deleting and recreating the name.  Is this possibly a glitch?

Can you please retry this and confirm if it now works the way you need…the weekly update is in. Thx.

It works! And you are wonderful beyond compare . . .

Thanks.