Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Mapping Old Field Entries to New Ones

Hello,


I wanted to see if Altru could develop a capability to map information to new fields. For example, we are working to streamline our contact method types so instead of handwritten note and invite we would have mail as the interaction type. However, since we have 100s of records with the handwritten and invite interaction type, we cannot delete their respective types and it would be too onerous to change these records individually. It would be helpful if there was a means for us to be able to transfer or change these entries on a system-wide basis to the new interaction type.
  • Guest
  • Jan 4 2016
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  • +3