Thanks for the video, great stuff. I have gone back and edited my custom modules with the sections you recommended. It feels more organized already. I would love to see a video on Multi-select look-ups and a realistic scenario in which to use them.
What would you do if have a customer who needs to import into a Custom Module xyz and when importing, they need to relate it to multiple accounts, and multiple contacts?
Hi Zage - great question! First, you would import the core dataset into the Custom Module. This import can include any of the one-to-one lookups for the module. For multiselect lookups, you'll need to run additional reports to a "Linking Module" that can be automatically created when you add a multiselect lookup field. We actually have a video dropping next week that goes into multiselect lookups in detail.
Thanks for the video, great stuff. I have gone back and edited my custom modules with the sections you recommended. It feels more organized already. I would love to see a video on Multi-select look-ups and a realistic scenario in which to use them.
Happy to help! A video on multi-select look-ups is a great idea - I've added it to our list.
Interested in the training course. Do you have coupons? I'm trying to find the 50% OFF.
It is still currently priced with the discount, just click on the purchase link on any of the course landing pages.
What would you do if have a customer who needs to import into a Custom Module xyz and when importing, they need to relate it to multiple accounts, and multiple contacts?
Hi Zage - great question! First, you would import the core dataset into the Custom Module. This import can include any of the one-to-one lookups for the module.
For multiselect lookups, you'll need to run additional reports to a "Linking Module" that can be automatically created when you add a multiselect lookup field. We actually have a video dropping next week that goes into multiselect lookups in detail.