Formating headers in Excel to upload contacts
I saw a template of an example to format Excel headers to upload contacts - however, I am trying to upload property owners as a single contact and it does not address adding a second first name and last name and second email and second phone number to capture both the husband and wife, or two different unmarried owners of a property. How is this done...? It would be silly to have to make a completely separate contact person for 123 main street, instead of having both spouses in a contact record! Thanks!
1 reply
Best reply by William_A
Hello @Bizcommunicator ,
You'd either need to combine the individuals' name fields into one column (e.g. first name = Jay and Sue, last name = Smith), or you'd need to make custom fields for the additional names on the property.
