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Thread: We lost all our notes from the old CM?

  1. #1
    Join Date
    Jan 2007
    Location
    Chautauqua NY
    Posts
    46

    Default We lost all our notes from the old CM?

    Hi Guys,
    When we switched to the updated CMS we lost all the notes we had on our leads?
    I knew we would lose the tracked visits... But we need the notes. Without it we don't know who we have spoken with or left messages for etc. Can we somehow have the notes transfered?
    Thanks,
    Craig Gleason

  2. #2
    Join Date
    Jun 2007
    Posts
    208

    Default Re: We lost all our notes from the old CM?

    Hi Craig,

    I have added the notes from your old CMS into the notes with your new CMS. They should all be restored now

    Cheers,
    Duncan MacKenzie
    Programmer - Real Estate Webmasters

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