For Constituent Action Imports--- Can you add the option to import the action AND the solicitor in one step instead of two?
In order to import new actions that have a solicitor, we need to first import the action and then import the solicitor who made that action. Can we condense this to one step? Some organizations have backlogged actions and a two step process is a bit cumbersome/makes more room for error. Thanks!
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Guest
- Jun 11 2014
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Agree! I have been working for hours to create an import for actions including Action, Action Attributes and Action Notes in one import. It seems crazy that I cannot include Action Solicitor at the same time, but have to do this as a 2 step process. I did read somewhere that someone else had to the idea to create own action import ID to easily add solicitor in second step, but solicitor should be included in the available fields when importing actions.
Agreed! Feels unnecessary to do an entire separate import to just add one field of data that could have gone in the first action import. Almost every action in the database has an assigned solicitor.
Please make this update. Just add the solicitor field to the import and make it a one step process.
Absolutely! This is a pain every time I have to import actions with solicitors. In fact, I am right in the middle of an import right now, where I've done the first action import but haven't had a chance to do the second solicitor import yet. It would be a tremendous improvement to be able to do it all in one step!
I completely agree. How silly is it that you can import everything from the General tab BUT the solicitor? Please fix this!