Bulk add categories.
Completed
huge time saver!
cheers
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Official comment
This enhancement is scheduled for our next release. Please see our latest release notes in the aXcelerate Support Centre for more information.
Comment actions -
Hi all,
It's good to see some votes coming in. If you have any specific suggestions on what you would like to see in a feature like this please comment. Details such as where in the system you would expect to see the feature, what you would like it to be able to do and what the benefits to you would be are extremely helpful in identifying what we can do to improve the system.
Regards,
Rob Bisson
The aXcelerate Customer Service Team -
I'm not 100% sure if this was the thought Ben had, but my take on what he said was that if there was a csv input template, it would make adding categories less arduous.
My suggestion took that one further, to mean for each and every table in the back-end database, there would be an input template.
An input template means less clicks (and therefore less time), less necessary entering of duplicate data (the amount of courses that are all 8 hours of contact time...) and more visibility when you're data checking.
It would improve the ability to cross-check what data has been entered already - ie, you could work through filling out each csv input template, chronologically as they are required for nesting. This specific data entry method could be implemented as part the initial setup training; helping to describe what data is in the database, and so reinforcing what can be put in, how it can be put in, how it can be pulled out and in what form.
I think this would work best where you are initially inputting courses, students, oganisations, notes, locations, etc.
This wouldn't work for all cases - it is highly dependent on user skill level - things like knowledge of SQL, HTML, VB and general excel - but I feel that I (and probably Ben, Calvin, Phil and Jeremy) are all of the same ilk, and this would help I'm sure. -
Thanks Rob for the interest and Josh for expanding the idea so well. I love the idea of adding all things and clearly using a csv to do it would be super powerful. My original thinking was relatively small, I thought that a feature similar to the way that we can select "contact search" results and then add them to a merge mail group using the selector at the bottom of the results. Having the ability to add a category to search results as well would allow us to quickly add these visible tags to large groups. For example I want to add each course category to all our students but this is a huge job. This improves searchability like using course/campus category combinations. But the setup required is currently too much.
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There is that feature - known as global custom fields, but it is a paid extension. You'd have to talk to them about setting it up for you. That said, there is currently no way to search off it (ie, it doesn't have a discrete search listing), so it would be a bit useless for what you're wanting.
A partial solution to your problem could be setting up note types related to each category you want. You can have unique descriptions for each category (note type), multiple fields to search off (as you can add more than one note type to a contact), and you can search of individual note types (in search contacts>search by:>notes).
I'm pretty sure you can't bulk add note types though, which brings us back to the beginning and why it would only be partially what you need.
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