G
grimmer
I have figured out how to customize a contact form (FORM)
as well as how to save it and select it as the default for
a folder (FOLDER). When you choose to create a new
contact in FOLDER, it uses the FORM as the layout. If a
contact is already in FOLDER, I can edit the layout as
needed. I can import data and map the layout, but it uses
the contact default instead of FORM, despite FORM being
selected in the "When posting to this folder, use:"
and "Forms associated with this folder:" sections. Is
there any way to import contacts from an excel file to
FORM instead of the contact default?
as well as how to save it and select it as the default for
a folder (FOLDER). When you choose to create a new
contact in FOLDER, it uses the FORM as the layout. If a
contact is already in FOLDER, I can edit the layout as
needed. I can import data and map the layout, but it uses
the contact default instead of FORM, despite FORM being
selected in the "When posting to this folder, use:"
and "Forms associated with this folder:" sections. Is
there any way to import contacts from an excel file to
FORM instead of the contact default?