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Import Contacts into Directory

Please consider an import function for Directory to handle pre-existing referral lists that we have stored in other systems.

For example, *pst - Outlook, vCards, CSV files, spreadsheets

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Milton Stern shared this idea  ·   ·  Admin →
Acknowledged  ·  Matthew Douglass responded  · 

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2 comments

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  • Dr Rahul Gor commented  · 

    I second this idea. .csv import would make it very easy to bring in all our referring doctors and specialists. It's not a feature most people think about but in the initial setup of a practice, you can basically import the contacts into the system.
    As an aside, I would also put in a delete or purge option in case the import goes wrong and they can re do it.

  • Dr Mitchell Folbe commented  · 

    One more thing. When I add a contact, please make the specialty searchable and retrieveable by typing. Jumping to the I's for internal medicine by typing an I or the G's for General Surgery by typing a G is much faster than clicking and scrolling down from the A's every time.

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