Import an merge contacts

Hello,

Thanks for the community.
I organised my business good with suitecrm.
I have Contacts and accounts which I export as csv and I put them into my carddav client so I have everything on my smartphone. That works very well.

But now, when I am at the customers place and example I get a new phonenumber I add it directly into the cellphone, and later in backoffice I can export it as csv which I would like to merge on my suitecrm installation.

Here I can choose it recognises duplicate entries (works well) or creates new duplicate ones, but I look for a solution to merge the new entries within the old ones, without overwriting them. Is there a possibility to perform kind of a merge entry inport?

Thanks.

Hi,
no info about import/export but http://youcrm/mobile and you can edit directly there.

Regards

1 Like