Changes

Import multiple contact/companies to uta objects

759 bytes added, 20:11, 19 June 2014
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==Copy/format the data==
 
If you wish to '''import contact''' details then ensure . . .
* You have selected at least one field from the Users and one field from the entity (level 1,2 or 3) for matching* You have included the user role name you want to import contacts as * '''ALL''' standard fields are set before the custom fields and in the same order as the field selection list
 
If you wish to '''import organization''' details then ensure . . .
* You have selected at least one field from the Comanies and one field from the entity (level 1,2 or 3) for matching* You have included the company role name you want to import companies as * '''ALL''' standard fields are set before the custom fields and in the same order as the field selection list
==Paste information into Import Window==
[[Image:ImportOrgtoUTA.png|900px]]
 
1. Click the mouse in the '''import''' text box.
The data is added to the text box.
[[Image:User15ImportOrgtoUTA2.png]]
3. Press '''Control + Home''' to see the start of the pasted data.
Smartstaff, administrator
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