Restore the ability to assign custom roles through Data Import!

We used this ability previously to easily isolate students to be tagged for assignment to a specific form. The new workaround provided by support entails individually selecting each student, which is far from ideal and removed an important functionality from the system.

  • Lauren Henderson
  • Nov 8 2023
K-12 Core / Data
  • Attach files
  • Lauren Henderson commented
    November 09, 2023 14:11

    Thanks to John Bozek in Community, this functionality is now available through the Contact Card-Import/Refresh Import node. Please inform Support of this so they don't keep sending people through the manual process of selecting each individual constituent.

    ×

    Attachments Open full size

Related ideas