Can I import a Note to Contacts or Accounts

S

SusanG

I used an online survey site to send out a survey to selected BCM 2003
Contacts and Accounts. I wanted to track responses etc., so I sent this from
the online site, not from BCM. But I do want to log the fact that I sent out
this survey in Biz History. How can I import a .xls or .csv file with, say
the Name, email addie but get it to be a Note as opposed to filling a Contact
field?
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads

MS Outlook Business Contact Manager 2007 Importing BCM Contacts error 0
How do I create an Account History report in Outlook BCM 2007? 0
The Accounts and Business Contacts 5
Imported Outlook Contact Name Becomes Account Name? 0
Can I link a single project to multiple accounts / business contac 1
BCM contacts look just like regular Outlook contacts 4
Cannot open / view contact or account communication history from H 0
Importing both accounts and contacts in BCM2007 1

Top