Converting existing phone notes to interaction logs
Patrick Wong
Updated
Converting Existing Phone Notes to Interactions Logs
The Interactions feature is intended to be used in place of Notes; which was used to track customer interactions up until the 2021 R2 release. If you created phone notes previously; follow this procedure to convert these notes to interaction logs.
Log on to Maximizer CRM.
Click Administration > Note Conversion.
Under Convert Notes to Interaction Logs; click CONVERT NOTES.
After the conversion starts; you can leave this page; and continue working in other parts of the application. When the conversion completes; the summary of the conversion will be displayed on this page.
After the conversion completes; the notes are also retained in the Notes tab.
