AnsweredAssumed Answered

How do I assign notes to accounts?

Question asked by community-support on Jan 13, 2014
Latest reply on Feb 18, 2014 by Jason Eggers
Hi All,

I am hoping someone can help. I am willing to pay if someone can assist me.

i am helping a client with migrating their CRM data over to Sugar Community Edition. All is well with importing the accounts and contacts. The issue are all of the notes associated with the accounts. We have them in a seperate CSV, and were able to import them into the 'Notes' section but now, I cant associate each note with it's respective account. Can someone assist me with how to do this?

(from ataub23)

Outcomes