I have a fairly large sheet of contacts. Thinking I’d be smart, I made the email address the key field - making it really easy to update fields en-mass without any complicated upfront logic.
Unfortunately, what I failed to realise is that the key field is case sensitive -and- email addresses are stored case sensitive into the field. Therefore, if I have a "Joe@smith.com" record, and I import "firstname.lastname@example.org", I will have 2 separate records in the sheet.
I’m looking for a way to keep this simple.
–Ideally, I would make the key case in-sensitive. I would have a few hundred records to merge to make this happen, but I will have that in any case.
–Can I force a field to be lower case? It’s a slight change to the email address we store, but it would get around the issue.
–Alternatively, I could create another field like TOLOWERCASE(key field). Can I then make this new field the key field? Would I be able to handle renew uploads in the same way? Seems like a step in logic that Ragic may not have.
–Lastly, is there an option on import that ignores case? Perhaps not the cleanest approach (I could still get manually entered duplicates), but it would probably be the easiest option to use.
Any suggestions are welcome.