Importing Historical Data

Additional fields have been added to the historical data import feature for Realtor entities. These additional fields allow for associations to better track transactions made by their customers to another realtor organization.

These fields are:

• Legal Action Paid – currency field
• Board Number – text field
• Dues Year – integer field
• Charge Code – numeric field.

Historical data that is imported using the Data Import Wizard will be viewable on the Historical Activity child form located on the Other tab of the Individual and Organization profiles.

Complete details on using the netFORUM Pro Data Import Wizard can be found in online help.