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 Posted 1/12/2008 11:33:46 AM |
| | | I have many old phone calls, e-mails and appointments I need to import, directly or indirectly, into HISTORY. No success after 2 weeks! 1. Can this be done directly? If so, how do I need to set the activity status and the status reason fields? Numeric? alpha? Please type in what the actual field should look like: 1, 2 Completed, etc 2. If it can't be done while doing the initial import, do I have to repeat and update the record? Again what should the fields look like. Can you send me what a typical CSV record would look like? (I would assume that almost every import into a new CRM would have this need, but I can't get any direct answers? What gives?) Thank you for ANY answers  |
| | Posted 1/16/2008 10:38:26 AM |
| | | I am doing something similar, using Workflow to complete the tasks. We are exporting data to a phone dialer, which is making unattended calls. A result file is created, and matches on the Activity (I created the equivalent of an Account Number on the task, rather than using the ActivityID from CRM). Once the workflow detects a value in the call result field, it changes the status to Complete. There is probably a better way to do this, but I have to keep the call date and time integrity. Steve
Steve Luc
InfoGrow |
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