Add the ability to import Service Cases from .csv, .xlsx, tab-delimited, etc.
It would be ideal if Customer Service cases could be imported into Maximizer using a File Import Process such as .csv, .xls, tab-delimited, etc., where the Customer Service case would be added to an existing entry controlled by the Address Book IDentification or added as a new Individual to the Address Book controlled by the IDentification. It would be similar to importing Opportunities.
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Randy Snell
shared this idea
Import cases are supported.
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Jin Yu commented
Hi Randy:
Importing Customer Service cases is supported in product. It was introduced in on premise 2020 R1 release. It is also available in Maximizer CRM Live.