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Workspace PS Web App & Platform
Categories Companies & Contacts
Created by Dan Bentil
Created on Dec 20, 2019

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Linking Contacts to Projects in Import Form

Currently, when filling out the import form for companies and contacts, there seems to be no way to link the contacts to a specific project. This means, a user has to go through each new contact and assign them to the right project, after import. It would be helpful to have a project selection drop down in the import form.

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Dear Viewpoint Suggestion Box contributor;

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