Mar 31, 2022 12:00 PM
I am working with a simple CRM system. We have calls, emails, meetings, etc. that we log. We also log events and I’m trying to work with historical data to fill in some entries. I have numerous completed events and I have uploaded the contact lists. I have my interactions linked to contacts, but I am wondering how do I upload a list of people who all attended the same event and have it link to their contact record?
Apr 07, 2022 01:53 AM
Hi @Timothy_Buhler and welcome to the community!
In the simplest of ways, if you have a linked field in your Events table, linking to your Contacts table, copy pasting all event attendees in that linked record field will connect them to the matching contact record, or create new records when no match is found.
Apr 07, 2022 06:37 AM
Sounds easy enough, but when I do that the linked contacts field says “this field type is not supported”?
Apr 07, 2022 06:44 AM
This is what I see
Apr 07, 2022 08:51 AM
Can you copy/past in stead of importing?
Apr 07, 2022 10:04 AM
It just shows up as blank records?
Apr 07, 2022 10:20 AM
Got it - it was commas that were messing me up
Apr 07, 2022 10:27 AM
Thanks for the assistance!!