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commented on How/can I upload contacts from an excel spreadsheet?
The people are already in the database. So, I’m already segmenting and batch updating them. I’d like to be able to just import the phone call. Each one has a different result and different call notes. Plus there are over 500 of them, so the manually batch updating is tedious because I am having to create a filter with a line item for each ID.
posted 2014-04-04 11:50:22 -0700
commented on SQL Search
I need to “log a contact” to hundreds of records at a time. Right now I’m performing an import to update the records with a tag, then making a list from the tags, then doing a batch update to log contacts for each tag. It is a long process that requires me to go back and manually update any records that had a specific note. It would be awesome if the import process allowed access to tables with a “many” relationship (like history/contact).
posted 2014-04-10 12:23:50 -0700