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importing data into "regarding" field

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Astute Commentator
Posts: 45
Country: Israel
Accepted Solution

importing data into "regarding" field

see attached picture

is it possible to import data into this field?

 

for example, to take a csv file and import a colum so i'd have it's options in "regarding"

 

Capture.PNG


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Solution
Accepted by topic author liorme
‎07-09-2018 02:18 AM
Administrator
Posts: 1,372
Country: United_Kingdom

Re: importing data into "regarding" field

Unfortunately you can't customise the fields in the Activity creation window, so we can't add a drop down there.

There may be Act! addons that add this functionality, but it's not something that the core version of Act! supports, sorry.

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Nickel Elite Contributor
Posts: 555
Country: USA

Re: importing data into "regarding" field

[ Edited ]
...
PRAXI SOLUTIONS INC (CRM and FSM Solutions)
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Solution
Accepted by topic author liorme
‎07-09-2018 02:18 AM
Administrator
Posts: 1,372
Country: United_Kingdom

Re: importing data into "regarding" field

Unfortunately you can't customise the fields in the Activity creation window, so we can't add a drop down there.

There may be Act! addons that add this functionality, but it's not something that the core version of Act! supports, sorry.
Copper Super Contributor
Posts: 65
Country: USA

Re: importing data into "regarding" field > of new Activities from a CSV

[ Edited ]

I think you were asking about importing/creating new activities; not adding new choices to the regarding pull down menu.   

 

To import a CSV file into ACT and create activities that are linked to Contacts, Groups,  Companies, or Opportunities,  you need an Add on product.  Act! does not have that capability.    OAK!Merge, Advanced or PRO version,  will do it.  The source file can be a  Text  file: tab or CSV, Excel file, or a Query in ACCESS.  

 

When importing new Activities, you can supply only the required fields;  or many other optional fields like priority or details.   Regarding is a required field.  So is the type of activity and the start date. 

 

See the image below for a simple merge.  There are more complex examples in the PDF manual for OAK!Merge.  A free trial is available at www.OAKMerge.com

 

Alan

 

Alan M Lee

1st ACC and still standing

www.OAKMerge.com

 

 ADD_Activities_To_ACT_OAKMerge.jpg