Adding customers

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 file and choose Add person.

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

Did you know...

To create the account you have to complete the "Surname" or "Phone number". The remaining data is optional.

  • 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.

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After completing the data click button file.

Adding companies to CRM

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

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  • 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

    file

After completing the data click button file.

Import people (companies) from CSV files

Did you know...

CSV is a format for storing data in the text files. The format is supported by most popular office packages (ex. MIcrosoft Office, LibreOffice...)

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

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You will be moved to the import page.

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Attach a CSV file with records - click the button file. 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.

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Did you know...

By clicking the cross at the column headers in the base you can delete the selected column - it will not be downloaded from the CSV file.

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

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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.

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

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Adding a person to CRM

Adding companies to CRM

Import people (companies) from CSV files

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Dominika

My name is Dominika and I take care of Thulium's knowledge base. I'd love to keep it accurate and understandable. If you have any remarks or suggestions for improvement - let me read them.

Drop me a line at: dokumentacja@thulium.pl.