Importing Multiple Contacts:
When importing a client, only one contact (which will become the primary contact) and one location (which will become the primary location) can be added initially. To add additional contacts, you will need to click into each client, navigate to the Contacts section, and import multiple contacts individually for each client.
-
Format csv file with headings & data:
Client Name, Industry, Referral, Website, Location Name, Location Phone, Location Address, City, State, Postal Code, Country, Contact Name, Title, Contact Phone, Extension, Contact Mobile, Contact Email, Hourly Rate, Currency, Payment Terms, Tax ID, Abbreviation
+
Format csv file with headings & data:
Client Name, Industry, Referral, Website, Primary Location Name, Location Phone, Location Address, City, State, Postal Code, Country, Primary Contact Name, Title, Contact Phone, Extension, Contact Mobile, Contact Email, Hourly Rate, Currency, Payment Terms, Tax ID, Abbreviation
diff --git a/post/user/client.php b/post/user/client.php
index c2ff552d..cb6ad3dc 100644
--- a/post/user/client.php
+++ b/post/user/client.php
@@ -330,7 +330,7 @@ if (isset($_POST['export_clients_csv'])) {
$f = fopen('php://memory', 'w');
//set column headers
- $fields = array('Client Name', 'Industry', 'Referral', 'Website', 'Location Name', 'Location Phone', 'Location Address', 'City', 'State', 'Postal Code', 'Country', 'Contact Name', 'Title', 'Contact Phone', 'Extension', 'Contact Mobile', 'Contact Email', 'Hourly Rate', 'Currency', 'Payment Terms', 'Tax ID', 'Abbreviation');
+ $fields = array('Client Name', 'Industry', 'Referral', 'Website', 'Primary Location Name', 'Location Phone', 'Location Address', 'City', 'State', 'Postal Code', 'Country', 'Primary Contact Name', 'Title', 'Contact Phone', 'Extension', 'Contact Mobile', 'Contact Email', 'Hourly Rate', 'Currency', 'Payment Terms', 'Tax ID', 'Abbreviation');
fputcsv($f, $fields, $delimiter);
//output each row of the data, format line as csv and write to file pointer
@@ -574,7 +574,7 @@ if (isset($_GET['download_clients_csv_template'])) {
$f = fopen('php://memory', 'w');
//set column headers
- $fields = array('Client Name', 'Industry', 'Referral', 'Website', 'Location Name', 'Location Phone', 'Location Address', 'City', 'State', 'Postal Code', 'Country', 'Contact Name', 'Title', 'Contact Phone', 'Extension', 'Contact Mobile', 'Contact Email', 'Hourly Rate', 'Currency', 'Payment Terms', 'Tax ID', 'Abbreviation');
+ $fields = array('Client Name', 'Industry', 'Referral', 'Website', 'Primary Location Name', 'Location Phone', 'Location Address', 'City', 'State', 'Postal Code', 'Country', 'Primary Contact Name', 'Title', 'Contact Phone', 'Extension', 'Contact Mobile', 'Contact Email', 'Hourly Rate', 'Currency', 'Payment Terms', 'Tax ID', 'Abbreviation');
fputcsv($f, $fields, $delimiter);
//move back to beginning of file