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CRM Custom Field Sets Feedback

How are you finding the new Custom Field Sets feature? Any issues or recommendations?

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Helen Eichel

3 years ago

@Luke Wakefield Regarding CRM Custom Field Sets:

The custom field sets seem to work well! Here's what I've noticed:

Would be great to have a "BC CRM" Custom Field Set by default. It would include all the CRM fields in BC. I believe this would help tremendously in migrating BC CRM databases. If we had the option to add or delete fields to the default Custom Field Set, we could customize the import.
Would be super helpful to have instructions on how to best import data like email lists, secure zones, etc.
How will passwords be handled?
I like that we now have the ability to download all CRM data! The ability to create reports down the road will be wonderful.

Thanks!

Helen Eichel

3 years ago

@Martin Sanderson - wondering how passwords will be handled upon migration? Thanks Martin

Martin Sanderson Siteglide

3 years ago

Hey @Helen Eichel good question.

Passwords were not stored on BC in plain text format... which is what you would expect for security reasons. This does mean that you'll not be able to migrate existing passwords though.

You'd typically setup a password reset flow as part of the go-live to have users reset their passwords. This can be achieved either through a mass email "reset your password" campaign, or when they go to login next, have it trigger a password reset email to be sent to them instead, if their email exists in the CRM.

CRM Custom Field Sets Feedback

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