Changelog
Sep 23, 2024
Sep 23, 2024FeatureEnhancement
Export to CSV
We are thrilled to introduce the ability to export data directly from your grid view. This new feature allows you to easily export your data to a CSV file, making it simple to share and analyze your information.
With this feature, you can:
- Export all records from your grid view to a CSV file.
- Filter columns to hide fields you don't want to include in the export.
- Ensure that your exported data is clean and organized.
To use this feature, simply navigate to your grid view, apply any necessary filters to your columns, and click the "Export to CSV" button. Your data will be downloaded as a CSV file, ready for you to use in your preferred application.
This feature is designed to streamline the process of consolidating duplicate records, ensuring your data remains accurate and organized.
You can view the documentation on how to merge records here
Sep 23, 2024
Sep 23, 2024FeatureEnhancement
Merge Records
We are excited to announce a new feature that enables you to merge records seamlessly within the grid view. Simply select multiple records and designate a primary record to merge them into. The merging records section also offers a preview of the attributes that will be combined. Once the merge is complete, an activity is logged in the primary record to notify users of the merge.
This feature is designed to streamline the process of consolidating duplicate records, ensuring your data remains accurate and organized.
You can view the documentation on how to merge records here
