Reply from @dougc086
At the previous company we had - when you uploaded a new list - they gave you an option before you clicked the upload button. "If contact exists - Over write old data?" So if the email existed - it gave us the choice to keep the old data for all the fields, or over write it with the current data. I would always choose "keep old data", this way I could see the original source of the contact - date added, etc. With your system - if I upload the email with the note - "From Michigan meeting March 2020" assuming that I thought was new... but she was actually in my database with this information in the notes section - "From Florida meeting 2017." If it uploaded the new data - and over wrote the old data - then in 2021, I would assume I first met the contact in Michigan 2020. This is only an issue when uploading bulk emails with an excel file (which is how we use our sign up sheets.) Hope this make sense??
Thanks for following up with these specific examples. We have opened up your feedback for voting so other users can weigh in as well.
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