Greetings. Thank you for your interest in this project. I have tried to outline the steps required to complete this project below.
• Please contact me and I will provide access to our database, which is stored at [url removed, login to view]
• Once you have access to the database, please follow these steps.
• Click on contacts. The first record you see will be Aaron D******
• Click on Aaron D*****
• Click on Edit
• In the Contact Information Section, the first field you'll see is Account Name
• Immediately below the Account Name Field, you will see a field called Acc Name TXT. Click on the icon immediately to the right of the field (Account Name Lookup)
• Type in the name of the Account that you see in the Account Name field
• Click Save
• Click the Next record arrow in the upper right of the main panel.
• Repeat this process for the remaining records.
Please feel free to contact me with questions.
8 freelancers are bidding on average $66 for this job
I am currently available to accept new projects. I understand the instructions given and have experience in remote log in. If you would have any questions for me please feel free to PM me. Thank you, Kim