Imports

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Ability to import/update entire CRM structure

An Import / Export routine for updating existing CRM structures (down to all levels) to allow self-service? Current imports are on disparate files and are not hugely user friendly. Needs to Cover -> Customer / Site / Location / Sub Location as ...

Guest over 1 year ago in Customers / Sites / Locations (CRM) / Imports 0 Duplicate

0 VOTE

Improve logging and user feedback on imports

When importing via the website there needs to be clearer error logs instead of just "parse error" for example

Guest over 1 year ago in Imports 0 Duplicate

0 VOTE

Ability to Import Locations and Sub Locations

An OOTB import that allows you to create Locations and SubLocations in the same way as Customers and Sites would be very useful.

Guest over 2 years ago in Imports 0 Duplicate

0 VOTE

Add sublocation to Asset Import

It would be very helpful to have SubLocation added to the Asset Import. Specific scenario where it has arisen recently is with where the CRM goes down to the Sub Location level (all sub locations are rooms where assets will be found).

Guest about 2 years ago in Assets / Imports 0 Duplicate

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