Importing and Exporting Custom Fields
Yes you can as when data is imported into your CRM account from a spreadsheet – if the Custom Fields do not already exist inside your account then they are ...
Thu, 3 Dec, 2020 at 3:21 AM
Firstly please make sure that you have your Custom Fields set up inside your CRM account Custom Fields can be set up inside Settings, Global Settings t...
Thu, 3 Dec, 2020 at 3:22 AM
Firstly it is important to understand how custom field rows work BEFORE going ahead and uploading custom data to automatically pre-populate or update in bu...
Thu, 3 Dec, 2020 at 3:23 AM
Yes please click here to see how you can add/amend data in row format which can then be imported into CRM account updating the contacts records as appropria...
Thu, 3 Dec, 2020 at 3:23 AM
How to populate drop down options on an Excel spreadsheet: Please make sure that firstly your Custom Field drop down options are already set up inside y...
Thu, 3 Dec, 2020 at 3:24 AM
How to populate Dates for importing correctly into Custom Fields? Firstly please make sure that you have set up your Custom Field as a Date format insid...
Thu, 3 Dec, 2020 at 3:25 AM
Firstly make sure your Custom Field is set up as a checklist please click here to see how to do this. How to populate checklist options for importing c...
Thu, 3 Dec, 2020 at 3:26 AM
How to populate text field information? If you have set up your Custom Field as a text format then you can enter text into the custom field column headi...
Thu, 3 Dec, 2020 at 3:27 AM
1. When data is imported from a spreadsheet – if the Custom Fields do not already exist inside your account then they are created during the import. 2....
Thu, 3 Dec, 2020 at 3:28 AM
No, any Custom Field drop down options must firstly be set up inside your CRM account. If you just add additional Custom Field drop down options to your...
Thu, 3 Dec, 2020 at 3:28 AM