Data import/refresh into admin-only custom fields

I am requesting an enhancement to the admin-only custom fields, to be able to import (Data Refresh) into these fields.
  • Guest
  • Sep 2 2015
  • Implemented
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  • john ronan commented
    February 26, 2019 14:32

    Janet,
    This has been good news. [I have been using this import for awhile].
    I have a couple comments, however:
    1. It would be *really* useful for there to be a way to delete and/or
    modify these in bulk. One of the most beneficial uses of these is to
    'tag' records with these values. [often temporarily].
    And the current problem is that once you tag a record, there is no way to
    delete or overwrite it. Hence, you'd have , on the contact card, an
    ever-growing list of these, rendering the whole section of the contact card
    very cluttered and confusing.

    2. If I define one of these fields as an enumerated value [e.g. a dropdown
    as an entry method; tied to a table], I cannot import it. The import just
    fails with no good diagnostic. I've been told this is a limitation. It
    seems to me to be some missing functionality and/or a bug.

    Thank you.
    john

  • Janet Wittenberg commented
    February 25, 2019 18:38

    Good news - in early 2019 we added this capability through Data Imports.  Read the details at this link here   under the section Update 'Admin View Only' Fields in Bulk. 

  • john ronan commented
    September 26, 2018 18:23

    It's been 3 years since first introduced.

    Any updates here?

  • john ronan commented
    September 26, 2018 18:23

    This would be *extremely* useful as I use these fields as a way to temporarily tag records for operations.   e.g. to send email to an arbitrary list of students.  the only alternative would be to manually tag each user.

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