Client Editing
I created a separate client list (apart from my master lead list) based on whether they clicked on my initial campaign. When I imported the new client list, I made an error and made the first name "1st Blast". I started to manually edit and replace "1st Blast" with their First Name. When I edited the contact and hit save, the contact disappeared from my list. Where can I find it? Is there a way to automatically edit this new client list and reupload it so all fields are correct?
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Thanks for your question Gary!
Because email address is the unique identifier for a client, if you re-do the import with the columns mapped, the first name you use on the spreadsheet will supersede "1st Blast" in the First Name field. When you re-do the import, make sure to Overwrite existing contacts, and the first names will all change according to what is on your spreadsheet0 -
Can Thryv display my Customer City and State on the Clients tab?
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Hey there, Sandy. You can completely customize your client card, change the order and even add a relevant field. See the below walkthrough. In this instance we'll select Add Contact Field > Single Line Text > Add Custom Text, in this case 'City & State' > Add Fields to your forms > Select if Required > Add. Here is the full guide : Customize your Client Card – Thryv
Once Added you can rearrange the form order at Settings > Client & Contact Info, here you can click on the slider on the left of the forms icons to adjust the order.
Hope that helps but please let us know if you have additional questions.
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