I am trying to import data into my AyaNova. I’ve paid for the extra Import that allows duplicates.
Allow me to outline my particular Property Management application:
As per your document suggestion alluding to a good fit for property management, I’ve redefined the Clients table to Properties.
The Contacts become the Tenants. Many Properties have more than one tenant (usually spouses) with multiple phone contacts, second car, etc. Spouses (on my imported data) requires a second import. That’s why I paid the extra $$$ to allow duplicate imports.
My first attempt to make this work: Create Custom fields. Only problem is, as far as I can tell, custom fields cannot be imported. Major oversight. I would think that if someone needs to create custom fields in the first place, it’s because they are using data that doesn’t fit the AyaNova design and want to preserve it.
Second attempt: Re-purpose phone4 and phone5 for Auto1(primary tenant) and Auto2 (spouse’s car).
Doesn’t work: If I indicate True to “ClientPhoneNumbers” on the Duplicate Options, if wipes out all phone numbers that are already imported. If I indicate false, it doesn’t import.
Third Attempt: Create a multi-lined, Other Contact in the Notes field for spouses name and phone numbers. Fails again: If I concatenate with <cr><lf> it’s flakey in the display and edit. If I omit the <cr><lf>, it’s all jammed together on one line.