Documentation

Adding customers

Author: Dominika Stelmach

Created: 2017-11-10. Updated: 2018-03-26.

The Customers tab is your customers base. By putting them in our CRM in addition to gathering all the information about customer (such as personal and business data) you can see the entire history of contact.

You can add customers to the system in two ways - by adding a single person (or companies) directly to CRM or importing previously prepared CSV file when you want to add more people.

Adding a person to CRM

Go to the Customers tab, expand button and choose Add person.

You will open the new customer's card - complete the data.

• In the Primary data tab you can complete data such as: first name, surname, pesel, identifier, phone number and e-mail address (you can add several phone numbers and e-mail addresses) and selecting the account manager. There is also a place for a short note about customer.
• In the Additional data more detailed information about customer appears, for example: gender, date and place of birth and information connected with work - like company, job title and industry. You can also assign customer to a specified group or type.
• In the Custom fields tab you can complete the additional information about the customer for example: connected with orders
• In the tab connected with addresses you can complete contact details including home address, mailing address and invoice address.

After completing the data click button .

Adding companies to CRM

Go to the Customers tab, expand the button and select Add company.

• In the Primary data complete the information such as: name of company (required field), identifier, type and group, nip and regon number, homepage and contact details (phone number and e-mail adress). You can also assign account manager to the company and leave a short note.

• The other tab allows you to add custom fields and provide address information

  

After completing the data click button .

Import people (companies) from CSV files

If you have a previously prepared customer database you can import them from CSV text files. Go to the Customers tab, expand button and select Import people from CSV files (or Import companies from CSV files) - we will show you how to add a group of people.

You will be moved to the import page.

Attach a CSV file with records - click the button . Remember that your file should contain the headers. The table with the imported data will be displayed. Match the headers from the file with the headers from the CRM base (process of data mapping). Unassigned headings are highlighted in red.

Selecting the option Update existing records allow you to update existing records in CRM base without adding them again. If CRM clients appear in the CSV file, only additional data will be added.

Recognition of records can occur after:

• identifier
• phone number
• e-mail address
• PESEL number
• NIP number

By expanding Show advanced you can set:

• how the special characters are encoded
  • UTF-8 - default
  • ISO 8859-2
  • Windows 1250
• how the columns are splitted
  • comma - default
  • semicolon
  • colon
  • tab

These parameters should be the same as in the file that you attached.

If the data is correct click the button . You will receive a message about ending the import and you will be transferred to the list of customers.

Adding a person to CRM

Adding companies to CRM

Import people (companies) from CSV files