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I have made an import of companies and noticed that the Number fields on the imported records in SuperOffice are empty. It is a mandatory field in our system so now whenever I edit an imported record, I cannot save it without filling in the number field. Why company/contact number wasn't allocated automatically and how do I fill information to the number field automatically?
SuperOffice CRM does not allocate the number field values automatically during the import of new companies or contacts even if this field is mandatory in your system. It is an expected system behavior, however there is a wish registered in our system that suggests improving this feature.
If you are importing new contacts and/or companies and number is a mandatory value in your system, you want to include these values in your import file and import together with all the other information.
If you have already imported companies/contacts without including values in your import file, you can include the number values in your current files and repeat the import. Please follow the steps below to do it.
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Forum: Provisional Solution to: Company and contact number field not updated during import