I have tried to sidestep this by making it a custom field and increasing the text value to 250, but this is not allowed and produces another error
Also, the data i export from previous CRM has Full Name in one column, first and last are not separated. Not sure how i can accomodate the standard requirement for "first name" and "name" columns on the Method import rules.
Hi. Unfortunately the maxium length for customer name is 50 characters. Part of this is due to limitations imposed by the QuickBooks API.
Yes importing is just fun. You can Split Name field in Excel....
(Assume FullName is column a, Firstname is B and lastname is C
Firstname: iferror(left(A1,find(" ",a1)) ,a1) If fullname does not have any space then enter in full name othrwise find the first space and grab all of the letters before it.
Lastname: right(a1,len(a1)-len(b1)) (If you have a middle name, it will fallin last name)
Hope thats helps... Fran