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"Tag" accounts and contacts in Sugar as customers or potential customers of specific products

Question asked by tbates@liguori.org tbates@liguori.org on May 5, 2015
Latest reply on May 10, 2015 by paperless
What is the best way to "tag" accounts and contacts in Sugar as customers or potential customers of specific products. Would it involve exporting lists from Sugar, updating the records as part of a spreadsheet, and re-importing the data back to Sugar? We want to keep 36 digit Sugar ID.

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