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daleaychman
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Old Customer Conversations: What to do?

Jun 11, 2012 11:17 AM

Tags: #import #notes #customers #crm

Hi all,

 

We're migrating an e-commerce website over to Business Catalyst from another website. We've been using Highrise to keep track of customer conversations, and we've accumulated years of old customer notes and conversations we don't want to lose in the move-over. I've looked and looked and it appears that Business Catalyst does not support importing old customer notes.

 

Does anyone have any ideas of what to do with the old notes? We need to keep them somewhere, and we don't want to keep paying for Highrise if it's just going to be an archive system. Is there a good way to handle this? We don't want to manually import the notes except as a last resort, since that would be an enormous undertaking.


Thanks,

Dale Aychman

234 Views   1 Reply   Latest reply: Alex Pavelescu, Jan 28, 2013 8:43 AM
 
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