Newbie Questions Default Modules/Import Data/Calendar

💬 General Discussion
1

Hello:

First of all thank you in advance for any help. I have searched (maybe not very good at it) on the forums and I have not found any about my questions.

First is there a way to disable or uninstall any of the default modules which will not be used?

Second I need to import contacts to Leads, I have added a custom filed to it (interest of the lead)as a drop down menu. Will hat data for the drop down be able to be imported from CSV? what steps do I need to take to do it? maybe us a column with the primary key of the “interest” or something like that?

And third is there a way to have multiple shared calendars? I need to be able to manage several conference rooms. people will be able to book them and mark them as unavailable so it does not create scheduling conflicts.

Kind Regards

2

Hi there,

You can enable/disable modules from displaying in Admin -> Display modules and subpanels.

You need to ensure the drop down has the ‘Importable’ option set to Yes in Studio to be able to map data to that field.

Multiple shared calendars is not a default functionality. You can edit the user list to show shared calendars of several users, but not several shared calendars.

Thanks,

Will.