Doing lots of mass imports to get custom data into Salesmate and discovered that if you import into a custom field that is a "multi select" type then it gets automatically "appended" with import data. Is DOES NOT overwrite.
In some instance that can be a good thing, in other instance it can be very bad.
So, I am suggesting to salesmate team give us a checbox control next to the field (those that are multi select type fields) that lets us chose "overwrite" with a label underneath such as "leave unchecked if you wish to append to this field during import"
I contacted support and they gave me a very workable "hack" that should suffice for now: You can add the word "[replace]" in the column header of your import file to indicate to Salemate which columns should behave with an overwrite logic.
They send me an example screenshot:
So this should now allow me to mass import and replace fields that are multi-select instead of appending to them!
Please sign in to leave a comment.