Customer contacts
Bring names, organizations, email addresses, phone numbers, notes, and source context into the relationship directory.
Version 0.36 includes a local, review-first Migration Center for common CRM, task-board, and financial CSV records. It shows what will be created, holds ambiguous rows, verifies the exact source, and makes repeat imports safe before committing to the workspace.
Preview first. Preserve the source. Hold uncertainty. Commit once. Export whenever you choose.
Generic profiles avoid dependence on a vendor-specific export shape. Column mapping and row review make the transfer legible before it becomes durable.
Bring names, organizations, email addresses, phone numbers, notes, and source context into the relationship directory.
Move task-board and service work into owned records with status, priority, assignment, due dates, and customer links.
Import historical ledger rows with exact-cent values, dates, references, accounts, and descriptions for reviewed continuity.
The Migration Center and the export-and-recovery contract are both included in the current Windows preview.