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Customer Story

    • Drop Down List Shortcuts
      Customer Story posted 10/28/08 by TrackVia, last edited Aug 18 by Matt Strenz, tagged Field Types, TrackVia Tips/Training
      666 Views, 1 Comment
      Title:
      Drop Down List Shortcuts
      Summary:

      I recently spoke with a customer who tracks sales leads across the globe in TrackVia. This customer was interested in creating a drop down list of all countries to minimize misspellings and make it easier for agents to denote the country of origin for every lead. Although we don't offer a drop down list of countries, we have created a list of countries and states in comma separated lists that you can copy and paste into the field for your allowed choices when creating a drop down list.

      If you are struggling with creating any other drop down lists, let us know. Don't waste your time as we can share some tricks we've learned over time such as concatenate that will make your life easier.

    Comments

    • The "concatenate" function in Excel is powerful.  A simple example of a concatenate formula is to take first name (cell B2) and last name (cell C2) and combine them into a cell named full name.  Using this example, the formula in cell D2 would be =B2&" "&C2.  This formula would turn first name Bob and last name Smith into Bob Smith.  If you wanted to add a comma to the end (so that you could cut & paste the list into a drop-down box in TrackVia to create the list of drop-down options) then the formula in D2 would be =B2&" "&C2&",".  That would create the result Bob Smith,.

      The final step before taking the newly concatenated cells and doing a cut & paste into TrackVia is to turn the results cells (in the example above, cell D2 is the results cell) into values.  To do this: 1) highlight the results cells with your cursor; 2) right-click inside the highlighted cells and select Copy; 3) right-click inside the highlighted cells and select Paste Special; 4) select Values, and click OK.

      Now you can cut & paste your results into TrackVia!