Cleaner CSV Imports with Data Validation

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We’ve improved how YaalaGo CRM handles client data when importing via CSV to prevent errors and ensure accuracy.

  • Name Validation: The system now checks first and last names for invalid characters. Only alphabets (A-Z), dots (.), and single quotes (') are allowed. Any special characters will be automatically replaced with spaces.
  • Date of Birth Correction: If a date of birth is missing leading zeros (e.g., "3/9/1985" instead of "03/09/1985"), the system will now add them automatically to ensure correct formatting.