CSV Import
The Contact # field isn’t available in a column layout so it’s not possible to export a list of existing Contacts to then match to your new CSV data to be imported (using VLOOKUP for eg) to provide the Contact Number field for importing which is required for matching along with the Identification field.
The Import functionality is lacking in a few other aspects as well which is a pain in real-world usage as they really make life difficult :
- Table type UDF’s use to be able to be populated by the import process, but this no longer happens. It either needs to be reinstated as a feature, or another type of Import option should be provided just to allow import of a csv into a table UDF
- When manually adding new Table UDF items there needs to be a keyboard shortcut for adding a new one eg the + sign perhaps as otherwise it’s a case of swapping back & forward from typing the value, enter to save it, then mouse to click on the add a new one option – annoying
- When you save an Import Template it’s only visible to the current user, so they need a security feature (like everywhere else does ie this is inconsistent) so that you can make it available to Public, or a Group
- – the Opp Stage & Status are unavailable for Import. AND, neither are available in the Global Edit either
- And last but not least, there needs to be a CSV Import option for Cases!!!
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Jin Yu commented
- Opportunity stage and status are available in Global Edit. Status field is available in Import.
- Import for cases will come in next release.