This is extremely important as new batches of contacts are added every year. It is extremely time consuming manually allocating the the pre existing groups.
The current use case we have is:
- Contact details are captured in an external system
- Run a report to produce a csv file with each of the contacts
- Import into zero
At this point we need to manually assign the contacts into the next years group.
Some ideas:
* Add an extra column specifying the group or groups to automatically assign to the group. If the group doesn't exist ignore the group
* Add a bulk group function that you can send the file to and have it assign the group to
* Pre or post upload allow you to specify one or more groups to add the uploaded values to.
* Allow you to specify a filter and assign contacts based on that filter, this would allow us to assign all ungrouped contacts to a group.
This is extremely important as new batches of contacts are added every year. It is extremely time consuming manually allocating the the pre existing groups.
The current use case we have is:
- Contact details are captured in an external system
- Run a report to produce a csv file with each of the contacts
- Import into zero
At this point we need to manually assign the contacts into the next years group.
Some ideas:
* Add an extra column specifying the group or groups to automatically assign to the group. If the group doesn't exist ignore the group
* Add a bulk group function that you can send the file to and have it assign the group to
* Pre or post upload allow you to specify one or more groups to add the uploaded values to.
* Allow you to specify a filter and assign contacts based on that filter, this would allow us to assign all ungrouped contacts to a group.