Web Access Importing - available fields
Now that there is a user friendly importing tool for the web access is great but it would be nice to finish it off with some of the values that are not currently available to import to:
Account Manager, Category and a Note column would all be useful.
done
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Paul Pitman commented
This suggestion appears multiple times - but is still not in the product
http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/6176803-importing-notes-of-csv-files-of-customer-database
http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/5477601-csv-import-notes
http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/3080922-web-access-importing-available-fields
http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/2607502-cannot-import-notes-longer-than-255-characters-fro -
George Miller commented
I would just like to add that in both Web Access and Windows Access the field 'Account Manager' can be exported but not imported. There is no option to map data back to the 'Account Manager' field.
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David commented
Yes the more we move clients towards a web only application this has to be a priority!