Import Multiple Notes
T
Turner Kuell
Currently Go High Level only allows you to import the last note made on a contact. This feature would be MUCH better if you could import all historical notes on a contact when moving from a previous CRM.
Sam informed me you could combine all notes into a single field, but this is VERY time consuming when you have hundreds or thousands of contacts.
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R
Rachel Brown
This is so needed!!! In beauty niche, client notes are everything
J
Jacques Van Den Wijngaerd
Not sure if it's related but one of our clients wanted to import contacts to GHL from a CSV they obtained from Constant Contact. This list contains contact notes and opportunity notes. The issue is, I don't see a way to import the notes with the timestamp of when the note was made or the author or person (lead owner) who made the note. All of these fields are in the CSV but upon import, I can see that the Notes automatically pulls in MY name and the import date which is not ideal. It should be the lead owner's name and the date of when the note was created in the first place, otherwise what's the point? Is there a fix to this?
M
Mélanie Valognes
same for export
C
Charissa Godwin
That would be invaluable for us as well. Our SaaS clients have a lot of notes and future tasks.