Custom Values VALUES updated through snapshot
M
Martin Towers
It would be good to be able to send the VALUES of custom values through a snapshot. currently when custom values are loaded through a snapshot, you still have to go through to the location and then populate it with the values. in my use case the values are the same for every customer. I currently do this using some very advanced code and the API, but would be good if it was just a built in feature.
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S
Sales & Marketing
Merged in a post:
Toggle to allow values of Custom Values on Snapshot import
B
Brad Sandidge
I'd like the option to import the actual custom values values not just the name & key. It should allow toggle of course, because I'd only want it for initial import to import some default text for certain things.
HIGHLVL-I-6851
T
Team Unternehmerin.plus
K
Kerry Knoll
This is a MUST HAVE!!! Should have the ability to choose whether to include the actual values or exclude them on case by case basis per snapshot.
D
Derick Fortin
Need this badly. Such an unnecessary manual task every time we onboard a new client where I have to copy and paste like 20 values.
One thing I ended up doing is building a workflow with a bunch of "update custom value" actions that fills in all the values that I need filled, I then just create a temporary contact and put it through the workflow so it populates all those custom values.
Problem is, somethings I want in there like {{contact.id}} or any contact fields or custom fields just end up pulling from my test contact, when what I really want is the actual toke itself.
I have a contact record custom value that I want the value to be /v2/location/{{location.id}}/contacts/detail/{{contact.id}} - but what ends up happening is the contact id gets pulled from my test contact.
Easy solution here - allow us to save the values in the snapshot.
M
Morten Wolter Andersen
Yes please!
J
Jithin Sujala
Yes please
N
Nate Freedman
This really needs to happen!
J
Jacob Radcliffe
I think it would be even better if custom values radio buttons looked like this: Skip, Import, Import with Values