Thursday, April 14, 2011

Unfunded: What is it and Who should read it

Nick Carter was recently interviewed by Stream Three Creative about his book, Unfunded.

To watch the video, click here

Now, where this really gets fun... to learn about the parameters of this somewhat uncooth contest that can win you a free book, click here.

Finally, comment on this blog article with the exact minute:second of the "you-know-what" mentioned in the above tweet to be entered to win.

AFTER we have selected the winner, we will publish all the comments (otherwise, the first entrant gives away the answer for all).

Monday, April 11, 2011

Printing Lists and Queries

A number of users have asked a simple question: how do I print my contacts?  While having a hosted solution with data in the cloud is great, but from time to time there's a need to print a list and take it with you.  Our solution for printing contacts is (as the rest of our solutions) very simple.  Export to CSV.

If you have a Query or a List of contacts (or, you've simply hit Browse to recall all contacts) you would simply need to click the "Use This List" drop-down menu in the upper right hand corner of the results.  One of the options is Export CSV.

Another very popular CSV export is the Task List.  While you're viewing your Task List, you can export a CSV (upper right corner) which includes all the detail you would need to contact those people. 

Why a CSV?  A CSV file can be manipulated in your favorite spreadsheet software (such as Excel) and it gives you the power to determine not only which fields to have printed, but also preferences such as font size and orientation.  A CSV really puts the power in your hands.

Wednesday, April 6, 2011

Common CSV Upload Problems

We answer quite a few support questions regarding CSV uploads gone awry.  Sometimes it was a bug.  Most times it was a malformed CSV file.  If you recently did an upload and found that some or all of your data did not appear correctly, check to see if any of the following problems might be your culprit. 
  1. It's not a CSV.  Sounds simple, but people upload XLS or XLSX (Excel) files all the time.  In Excel, click Save As and select the CSV or "Comma Separated Value" file type.  You will be given a warning.  Just click "YES" or "OK".
  2. Duplicate Header Values.  We look at the 1st row know what field you're importing.  If you have two columns with the same exact title (a common practice for "Phone") then the system cannot tell which to use.  Instead, use "Phone1" and "Phone2" to have distinct values.
  3. Trailing Spaces in the header value.  This one is a real booger and can be hard to find, but if you have uploaded a CSV and realize that only one field or a small number of fields did not import, you might have a trailing space in the header.  For example, you thought you'd written "Phone1" but you had really written Phone1 " with that space at the end.  The empty space makes the column unrecognizable.  
  4. Blank rows.  We have seen several spreadsheets where a blank row separates one group of contacts from another.  Upon upload, any contact after the first blank row does not get imported.  This is because the only way software can know that it's reached the end of a spreadsheet is when it finds no data.  The blank row tells AddressTwo that it's reached the end of the document.  This can be especially frustrating if your first row is blank.  Zero contacts are imported.  To fix this, simply sort your spreadsheet alphabetically and re-save.  blank values are sorted to the bottom and all the real data is grouped together at the top.
  5. Blank Columns.  Much like the above error, blank columns tell AddressTwo as it reads from left-to-right that it's reached the end of the available fields.  Any fields of data after a blank column are never found.  Delete the blank columns so that all columns abut each other.