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Help! Importing to Custom Drop-Downs

New Member
Posts: 1
Country: United States

Help! Importing to Custom Drop-Downs

[ Edited ]

Hi,

    I've just gotten Act, and I'm trying to import some databases.  Since my company serves different markets, and sends different communications to these markets (which I want to do with mail merge), I added a drop-down menu for 'Contact Type,' and added the same field to the list of contact fields and the contact layout.  However, when I try to import the contacts, the information doesn't seem to get passed along.

    I'm mapping the desired value in the csv file to the Conact Type field, and the data there ('Event Planner') is identical to one of the values in the drop down menu used in that field.  However, it never gets imported.  Can anyone tell me why this is?

    Also, I'm not sure if it's important, but these are contacts being replaced -- I imported them once before I knew I could add fields and then added stuff in.

     Thanks!

        SCSM

Message Edited by SCSM2650 on 11-20-2008 12:10 PM
Bronze Contributor
Posts: 955
Country: Australia

Re: Help! Importing to Custom Drop-Downs

I am a little unclear what you are trying to do here but in the define fields do you have the option must select from dropdown. You might try turing this off and reimport

 

also when importing check the option for duplicates as you may have this set to not replace with source and this will affect the import

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.