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 notes...you would be able to choose to only log notes to the contacts and companies that are imported
- Select a label to view existing ideas by category::
Contacts & Companies