New: Notes Importer

Great news, our notes importer is now live!

The Notes Importer allows you to import notes in bulk against Contacts, Plans , Risk and Cases including the type of note.

Please Note
The Notes Importer does not include adding any notes against tasks

We hope this helps so give it a try! If you have any questions or issues please don’t hesitate to contact us.

What do you think about this update?