Monday, June 18, 2007

Import Manager Module

Thank you Harman for a very functional import manager. We'll have to get some CSS work done on it, but overall it's very nice.

You can load a CSV file into it, have a visual representation of the data (see the field data), and then drag and drop the XLsuite database fields so that they line up the way you want.

It's a very intuitive design and while it only works right now for contacts, you can see how we'll be able to extend it for things like the product catalog, email and even blog and forum postings and other "imports" from external systems.

All this should make it much easier for users to get their current client information into the system and start to use it effectively and quickly.

Next up? Francois has made good headway on both the RETS integration and it's listings section as well as taking a good first stab at the asset manager, which is now functional in XLtester.com but hasn't been ported over to the live version on XLsuite.com

Harman is focused on getting our mail integration happening. Both on the personal email level, and on the mass mailings front. The two should come together next week some time and be available to users soon.

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