Q: Hello As you may have seen, I'm already using your CRM service.
I still won't be able to put it in production mode because some things are missing, but I hope they will be resolved soon.
1 - Custom fields for contact, without this I can't use it because of my particularities. Any idea when this will be available?
2 - I couldn't import my contacts. Always returns an error message. It would be nice to have an example file.
3- I didn't find the option to export data in a spreadsheet. this would also be welcome, is there a forecast?
4- more customization freedom for field names. this would help to environmentalize the product to my reality.
I'm still getting to know your product. everything seems a lot
promising congratulations.
Fulvio_Mokapen
May 15, 2024A: Hi Carlos!
Happy to read your question here :). Let me reply to you.
1. We started today to develop it. In max 1 month (probably before!) they will be available for any entity: contacts, companies, tasks, projects, deals, tickets, etc...
2. We have published the new version to import contacts and companies from any kind of excel or csv. Currently version is free from template to give simplicity to the user. You could try again just uploading an excel file with heading row and no other blank rows/columns before? Let me test it again (other users already used it and they loved it) and I will let you know!
3. Export currently is done via contact our support. This we did to give 100% freedom to users to get data they want. By the way Export new automatic system will be released in September.
4. With the point 1 done, also system fields will be customizable as title. Consider that system fields cannot be removed or the entire system won't work properly. But this is most of CRMs standard :)
Thanks for your patience and curiosity on us. We are growing. Fast. Solid!