Just wanted to let you know of a new feature that was added to the site. This is an add-on for our ‘Import Files’ section.
Now when you import a file through the site, you will see a ‘file’ icon next to your import. If you click on this icon, you will be given a summary of your import file results including which records resulted in a new contact or new reminder being added. You will also see any records that were not added. These will show in RED so you can re-import them if needed.
Here is a screenshot of the File Icon
When you click it, you will see all the details of your import file…
I hope you enjoy the new addition! Check out these other helpful blog posts:
What causes missed appointments?
Appointment Reminder Calls, Reminder Texts, And Reminder Emails
How to create an automatic enrollment policy
Four ways to use text messages to increase your business
