Dear all,
In the CRM module there is an import relation/prospect journal
function which can be found under CRM, Periodic, Import.
The file format for importing these relations can be defined under
CRM, Setup, Contact Management, Import
I have not used this functionality before but am investigating
whether it could be usefull.
I need some help here!
If I understand it well. The relations and contact persons are
imported in journals, more precisely smmImportRelationJournal,
smmImportContactPersonJournal, smmImportBusSectorJournal.
So they are not directly imported in the smmBusRelTable nor
ContactPerson and smmContactPersonsDetails.
Using the transfer functionality the records in the journals can be
transferred to the smmBusRelTable, ContactPerson and
smmContactPersonsDetails.
What I need to know here is how should I import relations that have
multiple contactpersons?
What should be the layout of the input file?
Can I have the following layout, columns business relation fields,
columns contactperson fields AND in the file a record for each of
the contactpersons.
regards,
Danny
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