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

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