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paulgreen57

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  1. I have read the confusing instructions on importing .csv files. I have brought the file into the match .csv fields area and can't get it to do anything. The lead and match .csv tabs don't drop down. I click the left field and the right matching field and nothing happens. I've clicked myself stupid and when I click OK it just says nothing found. Program looks useful but if I can't import a .csv list to canvass from its useless. Any ideas?
  2. I have been trying for an hour unsuccessfully to use .csv import function. Instructions are terrible so I've clicked and clicked and nothing says "No Matching Records Found". If I can't import .csv files the program is useless. Can anyone help me to understand how to match the files? The "lead field" and "matching fields" tabs do not drop down. I click company on the left and company on the right then click "ok" and up comes the "No Matching REcords found". Looks like a useful program but this should be simpler or is the program broken? Thanks for any help
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