Contact Management, best practices for importing data? Identify duplicate then add record to related table?
Does anyone have a way to manage leads with FileMaker? The problem I am facing is that if I have a list of names that I want to import into my Leads database, I need to avoid duplicates during the import. Easy enough. But I also need to mark each duplicate record, so that I know that they generated a new opportunity. I can't simply update a field because that erases the old data. I need to add a new record to a related table.
Or perhaps I can generate a report of all duplicates after the import? Then I could process those manually.
I am open to any other ideas.