Feature release Date: 1st Feb 2025
With our latest enhancement, you will be able to efficiently manage custom fields from the account module while uploading contacts.Â
Use Case: Ability to add custom fields for accounts during the contact upload process.
To View the Enhancement:
- Navigate to the Accounts Module.
- Click on the three dots located in the top right corner.
- From the drop-down menu, select ‘Custom Field.’
- Add the Custom fields.
- Click on Submit.
- Select a file, then click on the ‘Next Step’ button.
- The custom fields for accounts will be displayed, where you need to map data and and upload the contacts.
- Review the mapped data, and then click ‘Next’ to upload.
