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Custom Tables Data Merging - save mapped fields

Copper Contributor
Posts: 29
Country: USA

Custom Tables Data Merging - save mapped fields

[ Edited ]

When merging data from Act! fields to Custom table fields, it would be nice if you can save your mapped fields.


In the training video showing how this is done, their example is shown with mapping 2 fields.. not a big deal. But what if you need to have 5, 6, 7, etc.?


What if this needs to be tracked or done a few times a day?  This becomes time-consuming for an end user. 


Say you need to track any kind of shipping where address fields would be important to merge, this would require you to map address 1, address 2, city, state, zip, it is a pain to have to manually map EVERY TIME.


Give a Kudos if you agree. Adding this functionality to custom tables will allow fellow ACCs to sell the value of efficiency. 

Nickel Super Contributor
Posts: 542
Country: Canada

Re: Custom Tables Data Merging - save mapped fields

This has already been fixed, and is included with the last build we submitted to Swiftpage. It's up to them which update it gets included in, but I'm guessing it will be version 7 or 8.

Hope this helps.

Ken Quigley, BA, MCSE, ACC, APT
Toronto, Ontario