Retaining Conversations
Is there a way to retain conversations if/when you import new/updated data? For example, if I'm importing an A/R Aging report to reflect new aging balances, but I want to retain previous conversations because they are still relevant to the collections effort.
Answers
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Hi @Todd Shilow
I hope you're well and safe!
Not sure I follow! Can you elaborate?
I hope that helps!
Have a fantastic week & Happy Holidays!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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