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ms
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 Posted: Fri Dec 07, 2007 9:15 pm Post subject: Importing vcards client related |
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would be great to see an option to import vcards clients related.
it would save some work and would make it easier to import a new contact context. anyone else ? ms |
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Ben
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| Posted: Sat Dec 08, 2007 12:53 am Post subject: |
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At the moment you can import a set of vcards, but it won't create a corresponding Copper Client record. We'll look at contact enhancements in the next update, but we'd need to be careful how far we go so as not to complicate things.
For example, what happens if your client name is slightly different? (Acme VS ACME Inc) Do you have Copper come back with an exception report that you have to check through and resubmit? Do you have Copper just create a new client and then have to have some kind of merge function (or just allow the user to then go through and move errant contacts and delete the unwanted client, then if they delete the unwanted client it threatens to delete the associated projects/tasks/user comments).
Thanks for the feedback though, if we had the budget/time/brain capacity we'd cater for every tiny little detail, but for now we add what we can and try and make it cohesive  |
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ms
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| Posted: Sat Dec 08, 2007 3:36 pm Post subject: |
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hi ben,
well my initial idea was to be able to proceed the following case:
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adding a new client
>this client (lets say an agency) has about 30 people assigned to the project.
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importing the clients contact data from a set of vcards.
this set may come prepared from the client or made as a group export from my address book etc.
>this could be done under clients / contacts
>command new contact > import vcard(s)
3
its a huge time saver
all contacts would be automatically attached to the client
doing this manually for me seems pretty time consuming. |
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Ben
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| Posted: Sun Dec 09, 2007 3:53 am Post subject: |
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| Sure thing, thats likely how we'd tackle it when the time comes. |
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ms
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| Posted: Wed May 21, 2008 5:49 pm Post subject: |
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So finally i convinced my partners to jump on Copper.
So whats in the pipeline regarding this request?
Any news?
Plus how to link a contact to multiple clients?
Thanks for taking care of this issue. |
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travis
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| Posted: Wed May 21, 2008 10:14 pm Post subject: |
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| ms wrote: |
So finally i convinced my partners to jump on Copper.
So whats in the pipeline regarding this request?
Any news?
Plus how to link a contact to multiple clients?
Thanks for taking care of this issue. |
Please get in touch via support@copperproject.com and we can discuss next steps. |
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