Email address book software how to#If you know how to concatenate cells and text to column functions, maybe you already know how to do this. If you do not have email addys for all of the "attention to's", but you have at least 1 and know the email naming convention, you can create all the rest easily in Excel. Now, because this field is unique, when adding a new record in the address book, start with the customer id field, then do the deal. Maybe this is obvious to some, but " becomes customer id "john.jones". I took the characters left of the and made that the "customer id" entry data. Now, I am glad I forced the issue.Įmail addresses are almost always the unique field that distinguishes records. People bitched, but I told them to get over it. We know that WS will not allow you to create a new record from an existing one without going through all of the fields and deleting the data, then entering the new stuff and then saving as a new record. I solved it this way.Ī few years ago, I made the email field a required field. We have the same situation with our largest customer.Ĭhallenge: We needed an identical "Company Name' field for about 300 different "Attention" field entries. The nuts & bolts to come in next installment. Old customers, inactive customers, customers who might benefit from the new products your company is getting ready to launch. ![]() There is possibly, nay, probably a GOLDMINE of sales & marketing information there. Last thing for tonight, but certainly not the least important benefit derived from pulling this data from Worldship. WHAT are you really trying to accomplish? How can you make your operation better? How can you provide better service to your customers if you do an overhaul of your address book? It isn't can be re-imported any time you want. Remember, you still have the exported address book in a. Exactly, WHAT are you trying to accomplish here? How often in the last year did you ship to the same person or company? What would happen if you trashed the entire address book except for the most often used 100 or 200 or 500 records? IS it possible or realistic to rebuild the address book "on the fly" as your are shipping, by using the "update" function on the shipping screen? OK, now is the time for some real critical thinking, maybe some soul searching. Smack him in the back of the head for me will ya? Maybe you can even see who was responsible for all of the "garbage in" which resulted in "garbage out". Sort it, massage it, see how many times you did this or that. ![]() Same thing on the shipments that were made. You already know you have problems, but until you can "touch" it, sort it, look for patterns, see why the dupes happened, see where the problems are, you probably can't see or understand how your address book got into trouble. I exported all of year 2012 8600 unique shipments which included around 30,000 parcels. csv format.Įxport a good-sized, representative chunk of last year's shipments. Get Worldship support to help you perform the next steps 1 & 2 if necessary.Įxport your complete address book(s) using the UPS default export for the address book if you do not have your own mapped export. Also, you need to know how to do some basic Excel functions like sorting, cell formatting, find/replace, de-duplicating, etc. I suggest you do not get into this unless you have about 3-4 hours minimum for the initial tasks. I am in the middle of doing a re-work for the 4th time right now. OK, are you guys ready for a lively discussion on this? My 1st time was 4 years ago, when I took control of the data base & address book management because of so many f-ed up shipments.
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