importing!!! from other data bases like Excel!!!
importing!!! from other data bases like Excel!!!
49
votes
Jeff Kennedy
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Eric commented
Would also be great to be able to import all fields from a single or a group of Outlook or vCard records.
I use a smart phone app called CamCard that scans in business cards and brings them into the phone's contacts, pretty accurately too. With a user-operable import function we could scan in a card and import the vCard to a Redtail CRM record.
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Suzanne Rodriguez commented
ok? What does this mean?