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Discovery made regarding Excel connector queries
I just discovered something with the Excel connector that I never noticed before ….
I did a query and found a contact where the account name needed corrected. I updated the account name.
A little later I did another query that pulled the same contact record. The account name was still the OLD account name.
To "correct" this, I needed to log out of the connector and back in. Then the account name was the NEW one.
Something to be aware of ...