Import does not allow multiple contacts

spsjames

I am in the process of moving things over to ITFlow and noticed that our import stripped away a bunch of contacts from each customer. Is there a way to set the import to accept more than one contact? It would seem like if the Client Name field is populated it would add them.

johnny

Hi @spsjames currently you have to import contacts on a client by client basis. So you will have to click into each client and go to contacts section then import for each client.

Client Import will only allow one contact to be imported with the client and that contact will be assigned the primary contact for that client.

johnny

Hi @spsjames the wording isnt clear on the import modal so we updated it to clarify adding multiple contact after adding clients should be in the next release:

itflow-org/itflow6307099

johnny

Marking this back as a bug because the wording was not clear.