Where can I find information about how to add custom fields to CRM and import data from them?
Hi all
I'm looking at the CRM choice lay in the view of the V3.
Is this new? Or have I noticed it just never before!
Also is there a tutorial on this matter and information on how to import customer data in these additional data fields?
Thank you
Mary
I just get a good response from chat online about this.
Parikshit: first of all, go to customers-> import Contacts (Advanced).
Parikshit: http://rickynath.tk/jing/2012-06-07_0744.png
Parikshit: Then scroll down and choose this option: http://rickynath.tk/jing/2012-06-07_0745.png
Tags: Business Catalyst
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