Include Contact Manager in .csv File

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Posts: 3
Joined: Thu Nov 29, 2018 5:17 pm

Include Contact Manager in .csv File

Post by jvolkman » Tue Feb 12, 2019 9:05 pm

Please allow the .csv file exported to contain the assigned contact manager. Also, when importing contacts, it only allows you to pick one contact manager AND defaults to the person uploading the entire import file. We have new information we need to add to our contacts. The only feasible way to do this is to export to .csv, add info to the new fields and import them back into the CRM. We cannot do this because we will lose all of our contact manager's assignments. We need this fixed!! Please allow the default choice to be to keep the current contact manager(s) then allow the option to assign contact manager(s) to all, default to person uploading or no contact manager.

Posts: 434
Joined: Mon Feb 09, 2015 11:17 am

Re: Include Contact Manager in .csv File

Post by Kate » Wed Feb 13, 2019 9:21 am


You have a personal support manager in our support system

If you have any questions, just contact your manager through the support system. We are always ready to help you and answer all of your questions!

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