Hello,
I wondered if anybody might be able to help me. I am new to crm 2011 and have currently been working at importing organisations (accounts) and contacts - I now have these importing correctly and did so by adding a unique ID number to the data before import - however this ID number shows within the organisation name - for example: Smith Family ID353 will appear in the organisation name field.visually (for invoices etc) it would be better if these ID numbers are removed from the names and I wondered if anybody could suggest how I go about doing this?
many thanks
Rachel