Customer Forum

importing notes separately

External Posted: 2012-10-04 10:38

How do i import notes to go with my People, but keep them separate to the People information?? Do I need to upload them separately as an Activity??

External Posted: Fri, 05.10.2012 - 14:42


You can import Activities at the same time as importing People but you say you'd like to import Notes, which is also possible.  Remember the difference between Activities and Notes - Activities are time-related and have either taken place already or are scheduled to take place in the future.  Activities can be assigned to a particular user and can be given different levels of priority.  Notes however, simply consist of a subject and some descriptive text.

Please refer to our Knowledge Base information about importing, especially the section about extending your import to include other records, which you can link to here.