Updated CRM Contact Import Process
System R&D Log

Category: Enhancements

Upgrade version 3.2.3

Launched simplified import functionality for CRM APP. Customer feedback has led us to rethink the import process, and fields to be available:

• Required field is first name
• all other fields are optional. We, however, do recommend to enter last name, email address to ensure a higher standard of data quality
• The CRM will determine the data base insertions based on entered fields and validity
• The CRM will check for duplicates based on email > company name > first name and last name
• User has option to 
  • import only new records not exisating in CRM
  • update all records by overwriting database
  • augmenting database records with better data

The functionality is available immediately.