David Aitken


Support Type: Website

Issue: If you import just a county to the Mailing address (csv file has 2 columns – NB Id and County), the rest of the address (street address, city, state, etc) is wiped out. Deleted. Erased. Not good. I assume this is true for all the other addresses. Right? What’s the best way to fix a bunch of records with missing counties or misspelled city names?


endorsement[email]: daitken@tde.com

Nation slug: lpcolorado
posted 2017-03-21 14:42:29 -0700

commented on custom fields need to allow a field type of date
1. imports should also be smart about this field and convert data to a date. If it doesn’t convert, leave it blank.
2. it would be nice to have a conversion program that would 1) redefine the field as a date and 2) convert all the data in this field to dates.
posted 2017-03-16 17:20:40 -0700

published edit or change saved filter in FAQs
posted 2017-02-25 10:59:12 -0800

published customize merge fields in Issues and suggestions
posted 2016-12-21 10:53:52 -0800

commented on merge duplicate records from saved list
It might also be helpful to be able to specify which two records to merge. Merge record 12345 into 67890. Display the name, address, csz, email, phone, etc before merging with an option to cancel.
posted 2017-01-04 10:43:22 -0800