What is the challenge? |
We have been using notes in Aha! to capture customer interviews and meetings, usually using the customer interview template. Now we want to transition those into Aha! Discovery interviews so we can use all those great capabilities. |
What is the impact? |
We must manually copy and paste the note contents into a new interview one at a time and relink features, ideas, and organizations. |
Describe your idea |
A new option on a note to "Convert to interview" that automatically creates an interview, copies the contents into the transcript, and copies the related record links. Ideally support this through bulk edit so we can do it all at once. Could also be solved on the Discovery side through a bulk import from notes. |