Support Forum for ClinicOffice - Practice Management Software by Pioneer Software
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Bulk Import/Field Change Option
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clairetucker
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Joined: 25 Oct 2005 |
Posts: 21 |
Location: Belfast |
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Posted: Sat May 27, 2006 12:27 am Post subject: Bulk Import/Field Change Option
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In previous databases I used I was able to do bulk imports into fields via an excel spreadsheet with the ID code against each record eg Say I had a list of References that had been entered slightly differently and I wanted to correct them quickly rather than go into each record to correct the entry I could change them in excel by copying and pasting down the column and run an import to the appropriate field in each contact using their unique code to ensure that the right records were getting updated. This is really useful for tidying up free-form fields into uniformed lists. Then you can change the field properties into a drop down list so that the entries are uniform after that. Is this possible with Clinic Office?
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support
Site Admin
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Joined: 25 Aug 2005 |
Posts: 89 |
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Posted: Mon May 29, 2006 10:14 am Post subject:
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There is currently no feature to do this, but it is something that we could implement as a bespoke addon for you (though we would obviously have to charge for it).
Alternatively, if there were sufficient demand from other users, we could add it to the 'todo' list - but at present nobody else has requested this feature. Please let us know if you want a quote for bespoke development.
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ClinicOffice Support Team
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