Custom construction fields, tables and imports

Create field asks for the record type, a name, the data type and, for a select list or a multiple selection, the option values with one value per line. Available are single-line and multi-line text, number, currency, percentage, date, date and time, email address, phone number, web address, yes or no and the two selection types. A stable key derived from the name stays unique per record type, so a later rename leaves stored values untouched.

Edit field reopens all of it: record type, name, data type, options, Required and Active. Clearing Active takes the field off the detail pages without deleting a single value, which is the careful way to retire something. Delete removes the field together with every value belonging to it after a confirmation, and nothing brings them back. Strike an option out of a select list and the older records show nothing in that field until somebody picks a value that still exists.

Create custom table takes a name, a description and up to fifty columns, each with its own name, data type and, for selection columns, its allowed values. A selection column without a single value is refused with the message that select fields require at least one option. The table then stands on the right of the Custom data page with its record count, and Add record opens a form of exactly those columns.

Existing rows are edited in place: each row is a form of its own with its own save button, and the delete beside it asks for confirmation first. The same type rules apply to every cell as to a field on a record, so a percentage column accepts nothing outside 0 to 100 and a multiple selection quietly drops values that are not in its list. Deleting the table takes its records with it, which the confirmation says before anything happens.

Open contact import with the permission to maintain customer records. Upload a CSV, text or Excel file with a header row, then review the preview before importing. Map the source columns to the customer fields the office actually uses. Check email addresses and company names carefully, since those values help determine whether an incoming row updates an existing contact or creates another one.

Only the mapping of name or company is required; email, phone, street, postal code and city stay optional, and the select boxes propose a matching header. On import a row without a name is skipped, a contact already known under the same email address is updated, and everything else becomes an active customer with the next KD number and the country code of the company. The result message names both figures.