10.16.2026: Feature Enhancements

CRM Custom Fields: Bulk Import and Edit

Custom Fields on CRM contacts can now be managed in bulk through the Import Data templates, so Admins can add or update custom field values for many investors and entities at once instead of editing each profile individually.

What's New

• The Bulk Edit CRM Contacts template now includes "User - Custom Fields" and "Entity - Custom Fields" sheets, each with 20 Custom Field / Custom Field Value sets. Investor/Entity Profile IDs and names are pre-populated, along with any custom field values already saved on the contact (up to the first 20).
• The Add New Contacts template includes the same two sheets. A Temp ID dropdown links each row to a new contact entered on the Users or Entity Investors sheet, and names stay in sync with that sheet automatically.
• Header rows and system-populated columns are protected, and the CRM Relational Flow Chart sheet describes how to use each new sheet.
• On upload, each row is matched to its contact by Profile ID (Bulk Edit) or Temp ID (Add New Contacts), and the custom fields are saved to the contact's Custom Fields section.
• A Custom Field and its Custom Field Value are both required, and the Profile ID or Temp ID must match a known contact. If any validation rule fails, the entire import is rejected, and no partial data is saved.
• Re-uploading an existing custom field name for a contact updates its value rather than creating a duplicate, and blank leading sets are ignored.