Bulk Attribute IMPORT?

Sep 8, 2014 at 7:27 PM

I've seen several tools for Attribute delete or edit, but what about for creation? For instance, say you have a large number of fields that you will be adding to one or more than one entity for some business reason or other, say 30-50 as a set of check boxes. In our case, Sales/Marketing have this large list of types of business interests in very specific sub-categories for targeted marketing. These can apply to accounts (companies), contacts, or leads, so they want all of them on all 3 entities. Doing these one at a time on the settings form will be quite tedious, but if there was a tool out there to just fill names into a grid, with columns for the pertinent details, and select a parent entity, that would be great, and I'd imagine very useful to many people.

Has anyone seen anything like that anywhere?


Sep 9, 2014 at 2:51 PM
Wouldn't it make more sense to make a child entity to handle those values?
Sep 17, 2014 at 3:21 PM
My company has this kind of tool but we don't release it...

I had one personal too in the CRM 4.0 times...

It's not so complicated to develop but it takes time to handle all type of attributes