12 votes
import into custom fields
Encourage migration to TactileCRM by providing custom fields in the import mapping process - eg, I have prospect organisation size date (turnover, staff, etc) I want to bring into the custom fields I created for these.
Status:
planned
Curtis Jones
If I want to import a prospect list, there does not seem to be a place to map to organization industry, subindustry, referral source, etc. Some of these fields exist in admin configuration, but do not seem to be available on import. If I add as a custom field, they are still not available to import into.