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Status Backlog
Categories Workflows
Created by Guest
Created on Nov 2, 2023

Support email addresses in teammate rule-set CSVs

Problem
CSV file uploads for rule-set tables don't recognize email addresses as teammate identifiers, unlike CSV uploads for Accounts or Contacts. This requires using object IDs instead of readable email addresses when bulk-uploading teammate-based rules.

Request
Allow CSV uploads for rule-sets to reference teammates by email address, matching the behavior of Account and Contact CSV uploads.

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