4,401
edits
Changes
no edit summary
There are two things you should know before importing contacts into SmartSimple.
1. [[User|Users]] are [[Internal|internal]] to the organization and can have their own set of [[Custom Field|custom fields]]. Contacts are [[External|external]] to the organization and can also have their own set of [[Custom Field|custom fields]].
2. [[External]] contacts cannot be imported to the root organization. Therefore, when you attempt to import contacts to the root, you will only be able to select 'import user' and only the [[User|user]] custom fields will be displayed if there are any. Hence, an organization must exist at a lower level in the external [[Hierarchy|hierarchy]] order for the “import contacts” option to appear on the [[Menu|menu]] and the [[Custom Field|custom fields]] associated with the contacts will appear as well.
[[Category:Custom Fields]][[Category:System Management]]
1. [[User|Users]] are [[Internal|internal]] to the organization and can have their own set of [[Custom Field|custom fields]]. Contacts are [[External|external]] to the organization and can also have their own set of [[Custom Field|custom fields]].
2. [[External]] contacts cannot be imported to the root organization. Therefore, when you attempt to import contacts to the root, you will only be able to select 'import user' and only the [[User|user]] custom fields will be displayed if there are any. Hence, an organization must exist at a lower level in the external [[Hierarchy|hierarchy]] order for the “import contacts” option to appear on the [[Menu|menu]] and the [[Custom Field|custom fields]] associated with the contacts will appear as well.
[[Category:Custom Fields]][[Category:System Management]]
