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Converting Lead to Contact, Company and Deal with Custom Fields
Thanks, Yana - in my instance the field only appears because I created the same fields on both Leads and Companies/Contacts/Deals.

Tx
Marc
Import contact data into multiple choice custom field
Thanks, Yana - I've created a ticket for this.
Import contact data into multiple choice custom field
Hi there

I'm also struggling with uploading custom fields, so this post is very helpful . . .

My problem is the format of the upload file?  When I EXPORT from Bitrix, it puts data fields into separate cells in the csv file.

If I then try to IMPORT this file into Bitrix, I don't see an option for "cell delimited"; only semi-colon / comma / space / tab.

And none of these options seems to work for this style of import file?

Thanks
Marc
Converting Lead to Contact, Company and Deal with Custom Fields
Hi all - I'm having the same issue, and I think part of the problem here is that the expectation of carrying over data fr om Leads to Contacts/Companies/Deals is created in the Tutorial Video (CRM), wh ere it expressly says that data will be carried over i the field names are the same.

Regards
Marc
associating contacts to multiple companies
Glad to hear that, Yana.

Keep in mind that this can also be applied to the relationship between "Employees" and their own Bitrix company.  So I might be the manager of a department, but i also serve on various committees within the company.  And then if I use a "Role" file with Start and End Dates, it means Employees' historical & ongoing involvement with the Bitrix company is not lost.

Cheers
Marc
associating contacts to multiple companies
Hi Yana

The relationship between "Lead/Contact" and "Company/Organisation" is many-to-one; but should be many-to-many.  Therefore another file called "Role" needs to be introduced between these two entities.  Two atributes of the "Role" file shold be "Start date" and "End date"; so that Bitrix stores the information of what roles a Lead/Contact has held across any number of organisations over time.

So as my data about a Contact grows, I will be able to capture previous or current roles in various companies that are important for people to know.

Does this help?

Regards
Marc
Has anyone implemented Bitrix24 as a tool for a residential suburb?
In Johannesburg I am part of my suburb's Community Association; and am thinking Bitrix might be a good tool for us.  We have a website; and have a Facebook group for social interaction; but Bitrix would bring more features - and particularly I'm thinking the "ticketing" option to enable consolidating all the interaction with our City?

Any ideas anyone?

Thanks
Marc
associating contacts to multiple companies
I see tthis is an old post; but I am often amazed at how with CRM there seems to be an assumption that a person is only involved in one company in one role.

There needs to be a many-to-many relationship between an "individual / contact" and an "organisation"; and the joining entity is "role / position".

Role should also then have "From" and "To" attributes, so that for a Contact I keep their history of associations with various organisations.

Even Employees should have the same multiple roles to their own company - I might be the manager of a department; but also sit on various committees.

Regards
Marc
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