Search found 7 matches

by whitesock23
Mon Dec 03, 2018 10:08 am
Forum: Projects
Topic: Import tasks/milestones
Replies: 1
Views: 97

Import tasks/milestones

Dear all,

There's any way to import tasks/milestones form ms project, excel or csv file?

Tiago
by whitesock23
Mon Dec 03, 2018 10:06 am
Forum: CRM
Topic: Import email history relate with contacts
Replies: 4
Views: 830

Re: Import email history relate with contacts

Dear Kate, thank you for your response. But we need bulk import a lot of conversation history from previews crm platform. Can this be done? There's a way to export history information, related with contact in the export data zip, we just need to import back with updated history. Thank you for great ...
by whitesock23
Thu Nov 29, 2018 9:47 am
Forum: Projects
Topic: create task by email
Replies: 5
Views: 4500

Re: create task by email

Thank you for your response. I change to cloud version, but still can't create a task by email. The email was returned with error.
Tiago
by whitesock23
Thu Nov 29, 2018 9:42 am
Forum: Projects
Topic: Importing project from MS Project
Replies: 3
Views: 4882

Re: Importing project from MS Project

Hello,

Any updates from this function.
Tiago
by whitesock23
Sun Nov 18, 2018 7:00 pm
Forum: CRM
Topic: Import email history relate with contacts
Replies: 4
Views: 830

Re: Import email history relate with contacts

Hello Kate,

Thank you for your answer. I already identify, as described in the link, to add a single email to contacts, but what i want is to bulk import all past emails 4 years and related with crm contacts. It is possible?

Tiago
by whitesock23
Sun Nov 18, 2018 10:35 am
Forum: Projects
Topic: create task by email
Replies: 5
Views: 4500

Re: create task by email

Dear all,

Is this feature work with community edition? Do i need to add something to dns register?

Thank you,
Tiago
by whitesock23
Thu May 24, 2018 3:34 pm
Forum: CRM
Topic: Import email history relate with contacts
Replies: 4
Views: 830

Import email history relate with contacts

Hi everyone,

It is possible to import email history and automatically related with contacts based on email address? What we need to accomplish is to open a contact and verify all past communication?

Thanks in advanced

Tiago