Allow the importing of appeal and interaction responses

Functionality exists for both an appeals and interactions to manually add/edit responses. Allow for the import of this information via import/Batch.
  • Guest
  • Jun 29 2015
  • Shipped
  • Feb 14, 2019

    Admin response

    This was shipped in the first release of Bulk Import in Q2 2018.  Bulk Import is available to the majority of our hosted customers.

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  • Kerry Acker commented
    28 Oct, 2019 06:59pm

    We send out annual Proxy Ballots and the turnaround response time is tight.  Due to that, the responses are tracked externally.  After this period we have all the data ready for a bulk import of interactions with responses. We are not hosted, though need the capability.  

  • Ellyn LaVecchia commented
    27 Apr, 2018 04:42pm

    This functionality has been included in the bulk import service which will be available by the end of Q2 2018 to customers hosted in the Boston data center.

  • Reza Islam commented
    25 Apr, 2018 03:50pm

    As we are now in Q2 2018, I wonder if this is still being worked on, or whether we should seek alternative options.

  • Trit Mulligan commented
    27 Jul, 2016 08:29pm

    This is planned as part of the Bulk Import feature scheduled for a Q1 2017 EAP.

  • +16