05-04-2018, 05:07 PM
When user will import some file to any module, is necessary create a Mapping from column in file to field in CRM.
Normaly each module have a lot of fields, and found each fields in list, is a hardy work. There another problem with you forgot mapping any mandatory field.
Normaly, user needs prepare you spreadsheet with one column for each mandatory field, before starting this job.
I suggest, coreBOS list all mandatory fields in top of this pick list.
I think this simple change, turn this process much more easy and faster.
Normaly each module have a lot of fields, and found each fields in list, is a hardy work. There another problem with you forgot mapping any mandatory field.
Normaly, user needs prepare you spreadsheet with one column for each mandatory field, before starting this job.
I suggest, coreBOS list all mandatory fields in top of this pick list.
I think this simple change, turn this process much more easy and faster.
Ranieri
eCRM Web
eCRM Web