Retaining Conversations

Todd Shilow

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.

Andrée Starå

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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