Detailed error description for optimizing the CRM import
Posted: Thu Jan 30, 2025 7:17 am
The update includes significantly improved error logging so that both you and we as developers can better deal with possible errors in the import. For example, on the new import status page we now show you more precisely why a data record could not be imported. In the upper import on the screenshots, for example, the mandatory field for the last name was not filled in for some lines within the Excel file.
To ensure that the CRM database is correct and no data is imported, we ignore these data records. You can then freely decide based on your file whether colombia telegram screening you want to update the data or not. CRM successor: transferring tasks of departing employees to colleagues
When colleagues leave the company, it is important to hand over the existing tasks to a successor or another colleague as smoothly as possible. To make this transition easier, CentralStationCRM can hand over the open tasks, active offers and projects of the departing employee to another CRM user with just one click.
If you switch, simply invite the new CRM user and then deactivate the old user. If there are still outstanding tasks or ongoing offers or projects, we will ask you whether you would like to transfer these open points to another colleague. Here you can then select the new employee and assign them the first tasks so that they too have a good start to working for you.
Maintaining birthdays in CRM
You can also record birthdays or other important dates in the CRM. You can also create your own data, for example to write down personal information about your customers. This way you can strengthen customer loyalty and never forget an important date again.
You can create birthdays for each person when you edit their master data. At the bottom of the form you will find the “Important Dates” section.
Upcoming appointments and birthdays that you create there will be sent to you in the weekly summary. We also always show you the upcoming dates in your CRM system on your CRM homepage .
To ensure that the CRM database is correct and no data is imported, we ignore these data records. You can then freely decide based on your file whether colombia telegram screening you want to update the data or not. CRM successor: transferring tasks of departing employees to colleagues
When colleagues leave the company, it is important to hand over the existing tasks to a successor or another colleague as smoothly as possible. To make this transition easier, CentralStationCRM can hand over the open tasks, active offers and projects of the departing employee to another CRM user with just one click.
If you switch, simply invite the new CRM user and then deactivate the old user. If there are still outstanding tasks or ongoing offers or projects, we will ask you whether you would like to transfer these open points to another colleague. Here you can then select the new employee and assign them the first tasks so that they too have a good start to working for you.
Maintaining birthdays in CRM
You can also record birthdays or other important dates in the CRM. You can also create your own data, for example to write down personal information about your customers. This way you can strengthen customer loyalty and never forget an important date again.
You can create birthdays for each person when you edit their master data. At the bottom of the form you will find the “Important Dates” section.
Upcoming appointments and birthdays that you create there will be sent to you in the weekly summary. We also always show you the upcoming dates in your CRM system on your CRM homepage .