Clients Import with Custom Field

You can import Clients in bulk directly from the settings page. No hassle and lesser time consuming. Only efficient quick data import.

Step 1: Click on the Settings button.



Step 2: Select Data Import.



Step 3: Select the Contacts tab.



Step 4: Click on the Import Contacts button.



Step 5: Download the import template.



Step 6: Fill in the template with the information of your Clients and their Education. The template will also contain the custom field that you have added to your system.



Note: The fields marked with * are mandatory.



Step 7: Upload the file back into the system.



Step 8: To view the details of your upload, click on the Details button.



Step 9: Here you can see the number of Contacts and their Education Background that have been Inserted, Updated and Failed to import.



Step 10: If some of your data have failed to import, the Validation Errors are shown in a list view.



Set Reminder Notification for Tasks

Never miss a Task of yours by setting a notification while creating a task. You will receive a notification reminding you of the task via email or system notification or both. The system will send you a notification of the task according to the preferred time you have set.



1. Notification Channel : Notification, Email or Both
2. Duration
3. Duration Type: Minutes, Hours or Days
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