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Data file imports

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Create sticky note records with leads/teams file importers

Add a column to the leads and team importer templates called "Sticky Notes" where the data creates individual note records for the text using the semicolon as a delimiter to create separate notes from the text.
Brokerkit Product Management about 1 year ago in Data file imports 0 Shipped

Add a search filter when Merging Duplicates

It would work as a filter and only bring up duplicates with that particular name
Tyler Brenner 9 months ago in Data file imports / Relitix Integration 1 Shipped

Unique column in CSV export for "Home Street Address"

As an admin user, it would be beneficial for Brokerkit CSV exports to have a column for “Home Street Address”, as we are using that information to parse and mail contacts. Currently, the street address is only included under “Home Address” which i...
Brokerkit Product Management almost 2002 years ago in Data file imports 0 Shipped