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Author Topic: Idea/bounty ? mass identification of contacts  (Read 758 times)

xavier

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Idea/bounty ? mass identification of contacts
July 01, 2009, 10:51:15 pm
Hi,

Quite often, we have a text with a list of contacts (eg. from the CC field of an email, from a participation list and various other word document)

We want to check that everyone is in the crm, and do something with them (tag them something, enrole them in an event...)

Right now, it involves searching them one by one and either creating a temporary group, or doing everytime the same action. Not very fun.

I think what mail clients do with the "verify" button on the TO and CC fields would translate well in civicrm:

ie. having a "dump" textarea, than can split on "," or newline, parse each item (either as an email "Xavier DUTOIT"<xavier@example.org> or as a name, check if they are in civicrm, and return
1) a list of contacts found that matched, with a checkbox
2) a first+last+email pre-filed list (one per row), like multiple quick add, with ajax so I can add them one by one

and the action menu, so I can choose them and mass tag, add to group, add to event...

Does it make sense ? Would you like to have that ?

Right now, don't have the time to implement, but if someone is willing to try it, I'd be happy to chip in, anyone else ?

X+
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Hershel

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Re: Idea/bounty ? mass identification of contacts
July 08, 2009, 12:00:22 pm
We have large parts of this implemented in Drupal actually. I have custom modules which allow the user to enter a list of emails and the code looks them up. If they are found, they are added as participants to an event--that was the particular need for the site in question, but that part could be removed, and if they are not found, then there is a way to create new contacts. We have on module to do this by email and one by name--the options for each are not quite the same, but anyhow, with a bit of work, your basic needs could be covered I think.

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