Author Topic: batch contact entry (Read 313 times)

vantuykom · December 16, 2014, 02:30:50 am

hi,

is there a way to batch entry contacts?
now I have to put my contacts in a csv and then import it, but is there a way to do this without csv? but not that I have to go through every step to add a new contact?

regards

petednz · December 16, 2014, 11:56:51 am

since you are using drupal, one nice way to do this is with a webform where you can set yourself up a contact with the fields you want to create, - and then you clone the 'webform contact fieldset' and hey presto have a form where you can enter data for lots of contacts and then submit
you can even add a conditional fields for 'add another' to then see fields for contact 2, 3, etc
coleman provides very good documentation

petednz · December 16, 2014, 11:57:44 am

otherwise in civi you can create a profile with just the fields you need, that will create a single contact but at least it focusses on just the fields you actually require

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Author Topic: batch contact entry (Read 313 times)

vantuykom

batch contact entry

petednz

Re: batch contact entry

petednz

Re: batch contact entry