Q: I trying to do more research, I currently have many Fields that I use in a different CRM, can I upload a csv file of those fields?
Mike_SuiteDashHi rick37,
Currently no, but we do have an import for Custom Fields planned.
As it is now, you can import all your data, but you'd need to create the Custom Fields manually first. After that, you can import and populate the data for those CFs via CSV import for Contacts.
Hope that helps!
Thanks,
Mike
rick37Thank you for your response,
I really like your app, I have been able to get a lot farther with your app than any of the others I have tried.
I am almost 70 and I cant quit working, I tried retirement but got so bored.
So I'm off on a new adventure, I love being able to help someone succeed.
I am upgrading my account to the next level, current level 1, so to get to level 2, I needed to purchase 1 more code right, So when I get to the code upgrade space do I indicate 1 or 2 codes? And as I grow I plan on more codes up to 10,
Thanks for such a well planed application.
Keep up the Great work
Rick