CRM - Allow contacts to enter their own information or load from XLS.
I would like to be able to direct a contact to the add contact form and them enter their own data. Of course we can't let them into the database to see or alter anyone else's contact information.
I am working with a volunteer organization that could recruit dozens to a hundred volunteers to put on an event. I'd prefer not using one of those volunteers to key in contact information from paper or electronic forms. Importing the data from a XLS is another way to accomplish this.
Rick
shared this idea
Hi Rick,
Thanks for posting. Definitely not from PDF – I corrected to XLS.
Wouldn’t it be better to add more fields to My Account and display that information in CRM.
I am also thinking of renaming CRM to Contacts to display – team, contractors, freelancers, clients etc.
Cheers,
Igor
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Rick
commented
You currently have the capability to import a file from Excel. That spreadsheet format would be difficult to give to a group of volunteers to fill out. Ideally it would be an online form that either updated the contacts database directly, or created a file/record that could be loaded, maybe after a review/approval. I was thinking about creating a word doc and vb macro to take the data from word and put in the proper excel format. But what if the contact did not have MS Word, which is why I suggested PDF.