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Import: how to get salutation (Anrede) and autoset field

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  • Import: how to get salutation (Anrede) and autoset field

    hi there,

    again a question about import:

    The CVS to import has a field with the salutation (Anrede). We set it to Herr or Frau. I noticed that during the import choosing the field Anrede, the salutation in the name field is not set. I also tried Betreff (the field Espo stores the name under) with the same result.

    It seems that I get it to work with update. Then it shows me Herr Max Muster, but when I open the name I still see the salutation field empty.

    What do I have to do to get this right as it is crucial for all emails.

    Then I want to ask how I can set an Auto value based on a field. I want the custom field "email salutation set to the right value depending on the salutation Herr or Frau.

    any help appreciated.

  • #2
    Hi,

    For now it's not implemented.

    You can open your CSV in some editor like MS Excel and try to replace all "Herr" to "Mr," and so on.

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