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How to download and import records with Contact ID

To add Contact ID as a downloadable field:

  • Go to Main Admin page and select Manage Downloadable Fields under Customize Screen & Record Fields / Record Mgt
  • Click Add Fields and select Contact No. in the list of available fields. 

To add Contact ID field for Import/FUM

  • Go to Main Admin page and select Available Import Fields under Customize Screen & Record Fields / Record Mgt
  • Click Add New Field
  • Add “Contacts.ContactID”

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