Search found 7 matches
- Thu Jul 15, 2021 5:27 pm
- Forum: Suggestions / Feature Requests
- Topic: importing contacts
- Replies: 9
- Views: 5313
Re: importing contacts
Has there been any progress in adding feature for tags and fields? This is the topic I'm most concerned about, mainly using AllProWebTools for the CRM and wanting the contact list and organizing properly for email campaigns to be comprehensive
- Mon Jun 21, 2021 4:58 pm
- Forum: Help / How to use AllProWebTools
- Topic: Sorting by multiple options
- Replies: 6
- Views: 4982
Re: Sorting by multiple options
Thanks I wasn't sure, do you know if it's possible to tag contacts with multiple tags when importing them? I have contacts I want to specify under things like city and industry when sorting but as far as I can tell you can only add one tag when importing, and then you have to do it again if you want...
- Mon Jun 21, 2021 2:53 pm
- Forum: Suggestions / Feature Requests
- Topic: importing contacts
- Replies: 9
- Views: 5313
Re: importing contacts
Also there's no way to sort contacts by custom fields or remove fields you don't need. In my case I don't use Address as a field/tag at all for my contacts so it's just taking up space, but my custom field for Industry, for sorting contacts by construction, health care, finance etc. is a really high...
- Mon Jun 21, 2021 1:59 pm
- Forum: Suggestions / Feature Requests
- Topic: importing contacts
- Replies: 9
- Views: 5313
Re: importing contacts
I was thinking more along the lines of having a checkbox list in your actual contacts that you can use for deleting/editing contacts and fields with ctrl/shift, this method you have to either tag them one at a time or upload your contacts with the field already set up. Something like what lead leape...
- Sat Jun 19, 2021 9:53 pm
- Forum: Help / How to use AllProWebTools
- Topic: Sorting by multiple options
- Replies: 6
- Views: 4982
Re: Sorting by multiple options
Is there a way to change the "managed by" field, I don't see the option when editing contacts, or better yet when looking at my whole contacts list an option to check all the contacts I want in boxes and change who they're "managed by" or just clear the tag altogether.
- Sat Jun 19, 2021 9:18 pm
- Forum: Suggestions / Feature Requests
- Topic: importing contacts
- Replies: 9
- Views: 5313
Re: importing contacts
I appreciate the quick response. Also I'd like a way to select a checkbox for the contacts list in bulk to delete ones I don't need, as there doesn't like there's anyway to delete contacts quickly
- Sat Jun 19, 2021 8:59 pm
- Forum: Suggestions / Feature Requests
- Topic: importing contacts
- Replies: 9
- Views: 5313
Re: importing contacts
Yeah I'm finding a lot of issues trying to import CSV files and not being able to carry over all the tags I want, you can see here that stuff like Linkedin URL, middle name and custom ids don't have let you carry the tags over, even though it seems to acknowledge them above in the beige colored boxe...