mirror of https://github.com/itflow-org/itflow
29 lines
2.1 KiB
PHP
29 lines
2.1 KiB
PHP
<div class="modal" id="importClientModal" tabindex="-1">
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<div class="modal-dialog">
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<div class="modal-content bg-dark">
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<div class="modal-header">
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<h5 class="modal-title"><i class="fa fa-fw fa-users mr-2"></i>Import Clients</h5>
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<button type="button" class="close text-white" data-dismiss="modal">
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<span>×</span>
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</button>
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</div>
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<form action="post.php" method="post" enctype="multipart/form-data" autocomplete="off">
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<div class="modal-body bg-white">
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<p><strong>Importing Multiple Contacts:</strong><br>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.</p>
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<p><strong>Format csv file with headings & data:</strong><br>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</p>
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<hr>
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<div class="form-group my-4">
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<input type="file" class="form-control-file" name="file" accept=".csv" required>
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</div>
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<hr>
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<div>Download: <a class="text-bold" href="post.php?download_clients_csv_template">sample csv template</a></div>
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</div>
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<div class="modal-footer bg-white">
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<button type="submit" name="import_clients_csv" class="btn btn-primary text-strong"><i class="fas fa-upload mr-2"></i>Import</button>
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<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
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</div>
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</form>
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</div>
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</div>
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</div>
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