Choose what type of records you want to import notes onto during a multiple object import


When doing a multiple object import, notes will log to all record types you are importing. It would be nice if you could select what type of records you would like the notes to import to.


Example: Multiple object import of contacts, companies, deals, and would be able to choose to only log notes to the contacts and companies that are imported 

1 Reply

This would be a great feature.


We have load files with contacts, deals & notes (for the deals).

It would be nice to bring the notes in associated to only the deals instead of both deals & contacts as the system currently supports.