Completed

Detail Reports Improvements

Hi,

Whenever a report is needed for bulk data import, for example creating CRM cases,

it is very difficult to create such a report using a process with an array configuration.

another issue regarding the Simple/Custom button.

the Simple settings, allows for easy fields selection, but does not include the full path of the field in the model.

this leads to mapping problems when a field appearing more than once in the Excel file, for example firstName X2 instead of personalDetails.fullName and partnerDeatils.firstName. 

in the Custom settings we can manually name the field with the full path, but this interferes with Array fields [*]. 

To overcome this issue i need start with simple, select the required fields for import, then switch to Custom for the mapping stage excluding the array fields, then switching back to Simple and hoping the mapping is saved. 

in conclusion I would like the simple settings to save the full path of the fields.

and would also like to add a special setting for Arrays, because arrays can stretch from 1 item to the max items defined, the columns of the report also change, which ruin the mapping at the receiving program.   

 

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4 comments

  • Official comment

    Hi Erez Granot,

    Thank you for your feature request and for sharing your thoughts with us.

    We appreciate your suggestion and understand its potential value. Currently, it is not within the immediate focus of EasySend, but we have documented your request and will review it as part of our ongoing evaluation process.

    Rest assured, if this feature aligns with our future roadmap, we will keep you updated on any progress.

    Thanks again for your input!

  • personalDetails.firstName*

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  • I see that you have successfully implemented my request, thank you very much!

    0
  • You're very welcome! We're always here for our customers and happy to help bring your ideas to life. 😊

    0

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