Altru Ideas
We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.
We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.
Definitely a time saver. Especially since you have to transfer each individual item separately! For one account that was incorrect, I had over 100 entries.
Right now there is no way to change an individual record to an organization record (or vice versa). You also can't merge an individual and an organization record. The only way to transfer Documentation and Interactions is to copy and paste each note or interaction one at a time. Allowing users to change individual records to organization records would be a huge time-saver.