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Renuka Shakha
Written by Renuka Shakha

Version 6.8.4

Clients Import with Custom Field

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 InsertedUpdated, 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 ChannelNotificationEmail or Both

2. Duration

3. Duration TypeMinutesHours, or Days