Please add the ability to create custom templates in the Import module. There have been a few times now where we have wanted to do something that takes a considerable amount of time to key in manually and would have preferred to just do an import and be done with it. For example, I am currently setting up HR Company Assets and there is no way to import our list of assets via an import, so I will need to manually enter each individual item before checking it out to employees.
If there was a way to create a template for any form in Vista and not be limited to the standard import templates, we could automate several items like this where it is the first time we are setting it up.
Seth Belt
| Company | Central Consolidated, Inc. |
| Job Title / Role | Senior Accountant |
| I need it... | 12 months |
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Hi Seth,
We've built similar functionality in Excel for a few different modules. You simply enter the data in Excel, hit a custom button in the same worksheet and it's instantly in Vista.
If this approach would work for you please let me know and we can discuss.
Jon Olsen
jon@olsenconsulting.ca