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K1x Ideas
Status Community Review
Categories K1 Aggregator
Created by Guest
Created on Dec 6, 2024

Move required columns in Aggregator import template to beginning

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

There are a few required columns in the Aggregator import template scattered throughout the sheet in-between non-required columns. They are easy to miss, as some are highlighted and others are not.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

By moving these columns to the beginning and colorizing them, it will draw attention to the required entries and not send the user on a hunt.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

This would be beneficial to any user who performs the import and gets the client set up in aggregator. As of now, that is billable staff.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

I would imagine the aggregator would need to be remapped to the excel if columns are moved, but I think that if it would not be a lot of work, it would have a big and better impact on the user side.


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