Converting Existing Phone Notes to Interaction Logs

Updated 1 year ago by Amruta Phansalker

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.

  1. Log on to Maximizer CRM.
  2. Click Administration > Note Conversion.
  3. 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.

How did we do?