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Question

Call associations en masse

  • December 13, 2022
  • 2 replies
  • 80 views

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After a recent migration from Chorus, I have a large swath of calls that are not associated with an account.  Any tips for going about this association process?  Reports to get organized?  Ways of easily doing large numbers of associations (vs clicking into each call and manually associating?)

 

Thanks to you all!

2 replies

Molly Kipnis
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  • Community Manager
  • December 13, 2022

Great question! Before I ping our Gongsters, @Andrew O'Driscoll do you have any thoughts or ideas around this? 


Molly Kipnis
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  • Community Manager
  • December 19, 2022

Just wanted to follow up here @DLNATL, hoping to tie this up for you ASAP. Thank you for your patience!