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 Posted 3/21/2007 11:06:56 AM |
| | | Based on the product description for Import Manager, I thought that I'd be able to import 'relationships' (as defined by CRM) between Accounts and Contacts. However, now that I'm setting up an import, it appears that I can set up Parent Accounts and SubAccounts, Primary Contacts, etc., but not user-defined 'relationships' like 'Client', 'Attorney', 'Patient', etc. Just wanting to confirm that that's correct, and see whether anyone else has come up with a way to import user-defined relationships. Thanks, Dave |
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