Users are able to manage their data through the dashboard page. System users, based on their defined accessibility and in a classified manner, could create customer information, forms, reports, Emails and etc. in their dashboard and perform the necessary tasks.
The dashboard contains two sections called link and block, which users can manage both.
How to add links
For that, you need to click on the Settings icon and select Manage Links.
By default, some links are created which users are not able to delete them. They are only able to disable or edit them and merely links created by users are editable by them.
To add new links, you need to press the “New” button and select the page address that must be linked. Then enter an arbitrary title. Also, optionally you can change the color and size of your links.
3 Main Link
In this section, you can see workflow, event, and task, which are accessible in two forms. To facilitate user experience, clicking on these links results in the corresponding sections to open in the same dashboard page. Also if you want to open links in an individual new page, you can right click on them and select the “open link in new tab”.
By applying Drag&Drop on links you can prioritize them.
To add blocks, click on Manage Links under the settings section. Through the section, you can add the required block into your system.
Form blocks that users have access to them are visible in this block. Block settings allow users to choose whether which form is represented or to display them all.
To facilitate form representations, you can choose different colors for them.
In this block, you can choose the required report, as well as the way charts, are displayed in the settings section.
According to each user accessibilities, your company’s customers are visible in the block, which is the settings section you can set the live display of data.
Sent and received SMSs are displayed live in this block. You can set whether sent or received SMSs to be displayed. Also, it is possible to specify whether SMSs dedicated for today or all previous day SMSs to be displayed.
Based on created accessibilities in the system, user activities are displayed live. In setting section, you can set number of display and sound play during a new activity creation.
Based on user accessibilities, sent Emails are displayed live in this block. You can set whether today sent Emails or all previous day emails to be displayed.
Online chat block
This block is public and users are able to chat publicly. Allowing group users to chat publicly is also feasible through settings.
In this block, selected city weather is displayed in the settings.
Based on accessibilities for invoices and proforma invoices of each user, the data are displayed in this block.
RSSs are displayed in this block. All you have to do is enter RSS internet address in this block.
Google calendar block
Google calendar, displays the registered Google user calendar for CRM software user. Note: at first, the calendar must be activated via Google Email settings.
Line status view blocks
This block allows viewing internal line lists and their status. In order to use this block, coordinating a telephone system with CRM software is required.
This block is actually an individual calculating machine to perform routine calculations.
Special features are provided for customers like saving data and making a connection in different ways (sending Email or SMS(s) for a specific date or occasion) to keep communication with the customer and offer better following services.
- Advanced and at the same time simple and practical search to manage customers.
- Tools to add, remove, edit or even save customer data.
- Different facilities to report and control customers.
- Making and creation of different groups for customers in a tree manner and based on the organization policy.
- Making a new template for a group of customers and assigning it to send the template to all groups whether in groups or selectively even at a specific date.
- Making the required data and characteristic from the customer by users in demand and based on required data.
- Adding information for customers by defined forms in the system and based on organization needs to provide easy access and observation of information by different users in an organization.
- Designing customer data view by each user based on user demands and preferences.
- Providing different accesses for users to view different groups of customers, generally or personally.
- Adding different attachments to customers.
- Importing customer data from excel or text files (preventing the repetitive cycle of adding data manually).
This section enables users to create, edit or remove customers.
This section provides special capabilities and facilities for users via saving data, selecting a suitable list and group based on the organization requirements including reporting based on the groups, reporting on how to attract customers, classification based on geographical location and etc.
If it is required to add data and documents to customers, it is possible to fulfill this requirement by attaching a relevant file. In this section, it is possible to link the customer to another customer based on the organization policies to further collect and evaluate the customer data, if necessary. It is also possible to send a reminder to another software user about the customer to be used if needed.
In order to achieve these goals it is needed to create and design required and essential lists and groups of the organization before saving customers.
This section describes how to create groups and lists and it is possible to access and implement them via the corresponding menu.
If it is needed to export excel or print data, these data are selectable by the user to send them to excel or a sample print so that the user could select all field data or some important and necessary ones. This process helps to summarize reports.
In customer data view section of “Form Header”, data of forms are displayed if both those forms and the forms that above customer is selected in a customer field of the form are considered as the main customer. The forms that above customer is their main customer is displayed as white and forms that only above customer is selected in one of its fields (a field of customer type) is displayed as grey.
The logging system is in a way that after saving you can add a tag to that log. In this case, it is determined which process this log is related to and it is possible to use these tags in reports.
There are two types of tags for logging:
- System tag: these tags are system defaults and they are not editable or removable.
- User tag: tags that users record them while logging. These tags must be verified by CRM manager (or a user that has access to verification page). Other users are able to use this tag and there is no limitation in that unless the tag is verified.
In order to log customers, the user must have the required access, which it is possible to provide these permissions for users from access section (by default, no user other than Master user is able to access saving, editing and removing logs).
There two types for customer log in the new system:
- System log: the log that is conducted automatically by the system which includes:
Incoming calls, outgoing calls, established calls, saving forms, editing forms, sending Emails, sending a fax, sending SMS, receiving SMS, invoice, factor, dedicating a new group to a customer, removing a customer group and saving tickets.
These logs act like a system and a conducted task by a system that must be authenticated. Therefore, these logs are not editable or removable.
- User logs: logs that are added by the user manually which are editable and removable (if he/she has the access to these items).
In order to save logs manually, after pressing “Save Logs” button an empty box is displayed. In this box date and time of the present day is added automatically which it is also editable manually as well (note: this Data and Time refers to the date and time in which the event has occurred. The system automatically determines the time of logging done by the user).
You can create one or multiple tags for the log (also it is possible to leave a log without tags). By tagging every log, it is possible to fully manage logs and create required reports from logs (consider a tag for all events if possible) and when multiple simultaneous actions are applied on the customer then no longer it is needed to tag multiple logs. It is possible to save a log for a customer or save those action descriptions and tags related to each action.
Tags are autocomplete i.e. tag lists are searched by typing a word. If you want to add a new tag that is not searched in the list, all you have to do is press Enter after typing the tag.
While displaying tags, data are displayed as follow:
Links in events:
When the system saves a log, it also saves the link for that log, for example, while saving a factor you can view the desired factor by clicking on the link.
Writing a description for customer events:
A new and recently added feature of the system is writing a user description on customer events. By that, it is possible to save events or actions that are related to that log. Therefore, there is no need to grant access for editing or adding events to the user.
In SMS and Email events, after sending an email and creating the log for the customer, the system connects sending status to the log in a descriptive manner.
Searching in customer logs:
It is possible to search in customer logs. It is also possible to search whole related parts of the log or limit the search to specific parts by pressing “More Settings” button.
Managing customer logs:
After the user saves a new tag, the tag must be verified. For that, select the “Manage General Tags” button from settings menu and definitions submenu.
To grant access to other users also to verify the added tag, activate the related permission for the above user:
In this page, it is possible to directly verify the created tag:
Also, it is possible to press the Edit button and delete or edit the desired tag. If a user wants to delete a tag then only the desired tag is deleted and the logs that include the tag are not deleted.
If you edit something, then the title of all logs that possess this tag is changed to a new name that you enter.
It is probable that an added new tag already exists. In this case, you can click on the replace option and replace this tag with another one.
In this case, all logs that have this tag are replaced with the tag.
If you want to add a new tag for users in the page or delete or edit previous tags, then press the New button and add and save the new tag or select previous tags and edit or delete them.
System tags (CRM default tags) are displayed in this list but they are not editable or removable.
When a new tag is added and it needs to be verified, then the ones who have access to this page could see it in the statistics section.
(As long as the tag is not verified, other users can use the tag for logs too)
Customer event reports:
For reporting logs, select the “Customer Event Reports” option from the customer menu. Permission is needed if other users want to see this page which in this case granting the permission is doable from access section.
(In the report page, by default all logs are displayed for all customers and by using more settings it is possible to limit the desired search)
It is possible to limit the user access to report of different log sections at a specified date and by a specified user.
It is possible to select multiple tags and by using “And” & “Or” options it is possible to determine whether these multiple tags to be located in a single log or every log that has one of the corresponding tags is displayed.
It is possible to search in all more settings section only by typing in the search section. For example by typing “user1”, displayed tags are the ones that user1 has saved.
Tags in different sections of the system:
Tags are used in different sections of CRM including Event and Workflow.
Of course, these tags are totally separated from log tags. These two sections can have common tags, that is, the tag that is defined in the event section is usable in the workflow section as well.
By default, the system works this way but if it is needed to separate these two sections, then it is possible to separate them by activating “Separate Each Section Tags” from basic settings section.
In order to manage this section tags, you can select the edit tag option from the event section.
To manage workflow tags, you can access this section from the workflow settings section.
Although it is the case when each section tag is separated. If they are not separated (system default), it is possible to manage tags of one of the two sections via another one.
When the system is in the state that separates each section tags and we have a tag with same name TagA in both sections, while it is set to un-separate section tags from basic settings, then the system changes one of the TagA names and leaves the rest of previous information.
Customer manage system
This system enables the customer group changing including deleting some of the customers simultaneously or assigning group(s) to them or deleting a number of groups of them.
Only Master user can use this feature.
There are two ways to select a customer:
- Using advanced search
- Selecting a customer group (the performed operation is applied to customers that are members of the group)
There are two selective options for that:
- Removing members of subsets: if you have a customer in the selected list with subset members, then by activating this option all these members are removed as well (there is no need to select all members of the set and subsets).
- Subgroups: this option is activated if a customer group is selected in the system. After activating this, all customers that are members of subgroups of the selected group are removed, otherwise, only the customers who are a member of this group are removed.
After selecting the desired customers, the system displays all selected customer groups by pressing “Get Groups” button.
If you want to remove some groups of customers just click on your desired group.
If you want to assign new group(s) to selected customers, then you can select the desired groups under “assigning a new group to the customer” section.
There are two selective options in for this status:
- Assigning subset members as well: by activating this option if you have a customer in the selected list with subset members, then added to or removed groups from them are also assigned.
- Subgroups: this option is activated if a customer group is selected in the system. After activating this, removed or added groups from/to customers members of subgroups of the selected group are assigned as well.
Note: customers must be a member of at least one of the groups.
After changing groups, it is possible that customers’ color turns to red. This indicates that above customers have a group and it is impossible to remove the group. To remove the desired group, you should assign a new group to customers so that after removing the group, the customer is a member of at least one group.
To display groups of each customer you should click on the group view icon.
Groups of each customer are displayed.
In this section, we design and save customer characteristic fields to display them in the page of customer creation so that customer data that are necessary and practical (name, phone number, and Email) for the initial save be easily accessible and ensure that data can be saved in it.
While making a new customer, if it is needed to save one or more data samples (e.g. multiple phone numbers) for one characteristic type, it is possible to create and save a sufficient number of samples by using the button in front of the characteristic.
Creating a new characteristic:
If in the system it is needed to add data to a specific characteristic with a special definition for the organization, then it is possible to create the characteristic via this submenu and use its visibility for all users as well as the capability to add it to all customers or customer groups, in this case after creating the new characteristic, it is possible to add this characteristic view to a view list using “design characteristics” menu so that it becomes visible in the “search customers” menu.
For viewing the created characteristic, it is possible to assign it only to a specific group. Therefore, the declared group is able to only save data in the field or view them.
This helps different group users to edit or save form data. So data are filtered for these users and saved data security enhances if needed.
In case of saving a characteristic of phone type, the area code is not saved for the characteristic. The area code is displayed only for main system fields.
In the Farsicom customer communication managing system, it is possible to determine the characteristic type. These types are as following:
- String: this type enables us to type a text in the characteristic section as “strings or letters”.
- Integer: it is only possible to enter an integer number in the characteristic like 25462
- Float: entering float number is possible like 3.256
- Boolean: it is a Yes – No characteristic which it can have three not chosen, Yes or No
- Date: it is only possible to enter a string of date type like yyyy/mm/dd
In this type, the system automatically displays a calendar by which you enter your desired date.
- List: the characteristic is selectable in form of a drop-down
- Customer link: it is possible to search a specified customer in the system and select it in the characteristic.
- Factor link: you can link a factor to the characteristic (a factor or an invoice).
How to create a new characteristic
For that, you should go to Customers menu and select “create a new characteristic”.
Parameter: select the parameter
Note: main parameters are not removable and for adding new parameters you can go to “managing system parameters” section under “settings” – “definitions” menu.
After selecting a parameter, defined characteristic lists are displayed in the parameter.
Note: you can replace the parameter rows and put the rows with higher priority in higher rows.
Title: enter the characteristic title. It should be noted that the characteristic title should not be the same in all characteristics.
Characteristic type: select the type for the characteristic based on your needs.
If you choose a characteristic of list type, view list select section is displayed by which you can select your list and by pressing the + button you can add new lists to the system.
Customer groups: choose your group if you want to display the characteristic in a specified group.
Are other users allowed to see the characteristic? if you want to make the created characteristic hidden for other system users then choose No.
Is the characteristic created for all customers? This option is activated when you want to create the characteristic for a specific customer and you have entered this page by choosing “create a new characteristic for this specific customer” option through the customer edit page, in this case, the customer name is displayed next to the save button.
After entering your data, press the Save button.
If you need a new parameter you can add your parameter through this very page by pressing + next to the parameter lists.
How characteristics are viewed and used
Date, float, integer and string characteristics are displayed as a text box.
This characteristic is displayed as following as long as it is not selected yet:
This characteristic changes from disabled to one of the “Yes” or “No” states.
If you want to change back the characteristic to unselected state then click on the sign.
Boolean characteristic data are not saved in the system as long as they are disabled.
The selected list data are displayed as a drop-down list.
You can also change the order of lists.
After selecting your customer, the characteristic is displayed as following:
If you click on the selected customer name, you can view it also if you want to deselect the characteristic you can click on the icon.
A characteristic of factor link type is displayed as below:
After clicking on the factor link icon, a factor search dialog opens by which you can search and select your factor.
After selecting your factor, the characteristic displays as below:
If you click on the selected factor name you can view it also if you want to deselect the characteristic you may click on the icon.
Removing the characteristic
If you want to remove the main characteristic from the system and at the same time you want to keep the filled data for the customer, then these particular characteristics are turned to red.
Also if you need to remove this characteristic, then a list of all customers that have data for this characteristic is displayed.
Therefore, it is possible to remove the data out of customers’ characteristics by selecting the corresponding customer or all customers.
By using Assign Customers you can assign customers to users which this assignment is a layer higher than customer section accesses.
(It is possible for a user to have no access to customers but after assigning the customer to the user, regardless of being in the group user can view them).
To assign the customers, users should have access to customer assign (the system manager has this access by default). If you want to grant access to persons who have the responsibility to assign customers to users, you should go settings menu then assigning accesses section and grant the access to assign customers in customer sections.
If you want to assign a customer to a user, after going to customer data pages click on the Assign tab.
In this section list of all users are displayed.
By enabling view, edit and remove options for the customer in the assigned section, the user is displayed.
By selecting the assigned section in the user customer search sections, it is possible to view, edit or remove the assigned customers.
In all system parts that customers are searchable, it is also possible to search the assigned customers.
Enabling and disabling customers
In the customers, customer data view the section you can go to the customer edit section by clicking on Edit. Above the edit page, if the enable/disable customer icon is green it indicates that the customer is enabled and by clicking on the customer icon it can be disabled, after that the icon turns to white and the customer title turns to grey.
If you want to save the data you can press the save edit button. After disabling the customer while you want to search the customer from other sections like “save the form” section and link the customer to the form, disabled customers within the customer search page are not selectable (they are displayed in the search list but you cannot select them).
This section includes the following submenus:
- Customer search
This section provides quick access to customers and their current and required data
You can quickly search for customers via this section. By entering the customer name or a part of it (a number of letters of the name), the search is conducted and the results are displayed.
After viewing the results, you can select your option to view the full details of the customer.
In the customer search page, different filters are provided that by selecting them the results are displayed including the person, set, newly added (customers that have been added recently) and recently viewed (the customers that have been searched recently and their data have been viewed). Also, users are able to create a new filter to put their created customers into this filter. For that, all you have to do is select “advanced search” option. In this section, there are different fields that are selectable to perform an advanced search.
If users search based on the creator user and select their name as the user then they can save the search results in a new filter called “my customers” so that they can simply access their desired results by selecting this filter, if necessary.
In the advanced search section, users can perform the search based on an intersection or a union of groups.
Other selective fields that are within the advanced section are as below:
- Person: customer lists that are persons.
- Set: customer lists that are set.
- Person, set (both): customer lists that are either persons or sets (if multiple customers are linked to a set, then after searching customers based on date, all customers displayed. If you perform a search in this option, the set name is displayed that it also includes multiple customers in the form of persons).
- Personal customers: the customers that the user him/her self is created and has defined a special filter.
Fields like name, creation date (it is possible to add a date or a time range like two weeks ago), the way of attraction, creator user, location, activity area, group and field lists (including address, telephone, Email and …).
After selecting your customer, the customer’s data are fully displayed.
All forms that are saved for a customer, factors, logs, basic specifications and information of the customer creator are displayed in the system option.
While selecting the customer group to search within these groups, by clicking on the selected group (turns red after that), you can also search the customers that are not in the group.
If you search for a special group of customers or a set of customers are listed in the search results then other than viewing customers’ information different activities are provided such as: sending Email, sending SMS and exporting excel.
Note: in order to get the saved customer information, Master user may provide the needed list through the advanced search. Then, select the excel option.
In the opened window, you can select the required fields or all fields to get the output. Then, select the Get option which the file is downloaded after that.
After selecting the customer, the following filters are provided to access the data.
All: displaying all of the customer data
Filled fields: initialized fields are displayed.
Empty fields: empty fields with no value are displayed.
Initial customer characteristics: fields that are marked as initial characteristics in the characteristic design menus are displayed.
Other characteristic lists: fields that are marked as other characteristics in the characteristic design menus are displayed.
Creating a dedicated new characteristic for this customer: if needed, it is possible to create a new characteristic for a specific customer.
If you need to display a desired field in the customer search in order to facilitate the search process you can select the “user defaults” option from the “settings” menu.
You can select main fields and all displayable characteristics for customers via “search display additional field” section including customer group, company name, position, title, location, the way of attraction, rate, activity area, creation date, and customer characteristics.
After selecting your option, click on the save button to save the data.
This selective option is displayable in customer quick search sections.
Search from the upper part of the main menu.
When you search in this section, the selected field is displayed, if any.
Dialogs are also displayed in the customer search.
Creating a new customer
Creating a new customer:
It is possible to create customers in two personal and set types.
A “person” is referred to customers that their data are saved as a person in the system. Created persons in the system are able to connect to a set. Therefore, it is possible to create multiple persons and at the end connect them to a set to collect complete data from the persons that our organization has a relationship with.
For persons, you can add Name, Company Name, Position, Customer Group and other necessary information like telephone number, cellphone, address and so on. Also, it is simply possible to add multiple cellphone numbers, Email, telephone number and etc. by pressing the + button.
A set is referred to customers that are in the form of a company or an organization. In fact, a set is referred to an information set related to a project of a certain company. Customer sets are able to connect to different persons that are added as a person to the customer lists. In other words, if your organization in a customer company is connected to multiple persons, then you can connect all these persons to a saved set to provide simple access to their data. For example, if different persons of a customer company are saved in an accountant, financial manager, and IT specialist position, then these persons are connected to the company to categorize their data and access them in a set manner.
For sets, you can add title, name, customer group and other necessary data like telephone number, cellphone, and address.
In this section after selecting the customer group, you can add several data like location (i.e. the city and country list of the customer), the way the customer is attracted and the customer’s name. If the customer is related to another customer of an organization set, it is possible to select the customer name to save it to created customer data. The “related to customer” option of this section provides the connection with special data to a company or an organization name that is added to the customer lists, which makes it possible to identify and evaluate customer data that are created by the advanced search.
Activity area: it is possible to add an activity area for the customers. Therefore, if it is needed to access the customers that are related to a specific area (e.g. Computer or IT), you can select this field.
Rate: organizations may rate customers by using numbers. Selecting and adding numbers is doable based on each organization needs and definitions. It is possible to use numbers (0, 1, 2, …) or letters (a, b, c,…) for the task.
If a customer is created and his/her data are matched with the ones in the customer referee section, then the customer name that the referee has been added to the support panel is automatically added to the way of attraction section.
If you want to view or remove person lists you can select the “customer referee” option from the customer’s menu. You can also view saved introduced person lists in the system.
It is possible to import customers and get their information in Farsicom Customer Communication Management software in several ways including:
Facebook, Google, and QuickBooks
You can import your friends (or a company or an organization) from social networks like Facebook or Google to the current customer lists of CRM software.
For that, please select your desired method from the list.
Facebook, Google, QuickBooks, Excel
Then select your customer group.
List of all current data in the selected file or user is displayed.
Select needed persons from the list and save data.
Importing data from Excel files:
If customers are in an excel file, it is possible to view and save data after selecting proper customers, name file and finally selecting the file to load using this submenu.
After selecting the file and adding the related sheet, the file name that is loaded in the system is displayed which by clicking on “import”, all data are completely saved.
(Note: all excel columns must be text)
Note: if it is needed to link a person customer to the corresponding set, first set customers and after that, the excel file of personal customer lists must be saved in the system also it is needed to create a column in Excel called Set. Then, while saving personal customers, the corresponding column to the set is selected to link persons. In this case, persons are created and linking to the set is done.
Cities within the location have the highest priority for saving. While saving a location, first cities are checked and saved. If cities do not exist then provinces have the priority.
This menu provides reporting and viewing the customer status based on the customer group or different ways of attraction. Other capabilities of the chart include: removing or adding necessary groups of customers or the way of attraction within each time period of reporting and magnifying a certain point of the chart to view more details in a required time period (easily by choosing the period by mouse). Also, it is possible to print charts or export photos from them.
Creating customers through adding excel files:
Merge: all customer data remain intact. If these data include some characteristics that already exist in the software customers, it is possible to determine each characteristic of excel files to save in which characteristic of customers (if no customer exists then a new customer with excel file data is created).
Duplicate: a new customer is created with excel file data. In this case, duplication of data is not checked and the customer is created (if no customer exists then a new customer with excel file data is created).
Overwrite: all data are overwritten for the customer. In other words, the customer selected characteristic data and data of the customer itself are wrote again. It should be noted that main fields like title, name, location, and descriptions must be selected again because data related to these items must also be overwritten. Every characteristic that was selected in the “file field name” section is overwritten as well.
Note: while selecting merge and overwrite, it is possible to determine fields to search customers.
If the field name is selected, the search is also performed based on this field.
If more than two fields are selected, the field search option is displayed.
For this option, two values are selectable:
- Field intersections: if the condition holds for 1st and 2nd, … and nth field, then data are saved. (fields become ‘and’ )
- Field unions: if the condition holds for 1st or 2nd, … or nth field, then data are saved (fields become ‘or’)
For example: if cellphone and email fields are selected:
Field intersections: means that customers should have both email and cellphone fields.
Field unions mean that customers should have an email or cellphone field.
Data save table descriptions for fields is as below:
Search: select fields by which search must be performed.
Separator: specify the number of values to be saved in the fields also the character to separate them.
For instance, a data field is saved like this: “23568, 25415, 15489” in which “,” is a separator.
Form field name: the characteristic name that is created and exists in the customer section.
Type: same or similar types are selected for search type. For example: whether the data to be the same as or similar to a particular value.
File field name: characteristic names (columns) that exist in an excel file.
Step 1: in this step, you should categorize your customers based on groups and separate a specific sheet or excel file. Also, separate customers in each group based on whether they are persons or sets because each group is supposed to be separated created individually based on sets or persons in the system.
Step 2: you should select your customer group in CRM. Enter the sheet name, select your file and press the get option, as shown in the picture below:
Step 3: after pressing the “get form” option, importing data starts, like the picture below:
Step 4: in this step you need to determine whether you want to add new customers from this excel file to the system or not.
(By selecting the recreate option or if you want to edit current customers in the system by selecting merge or overwrite options.)
One important difference between overwrite and merge is that by selecting the overwrite option all field data that you have selected are replaced in the system (select field data are removed and are overwrote again), while by selecting merge option your selected characteristic is added to other current data in the system.
From 6.57 version, all selected characteristic data are overwritten again. In other words, customer selected characteristic data are overwritten again (if one of the main fields like title, name, location, and descriptions are reselected, their corresponding data are also overwritten.) (Each characteristic that is selected in “file field name” section is overwritten.)
Step 5: in this step you need to determine whether this customer should be added to the system in a set manner or personally.
Important note: in addition to categorize-based separation, excel files can be separated based on sets or persons. (At first sets and then persons are added to the system and each of them is a separated excel file that while adding persons you need to determine to which sets these persons belong to.)
Step 6: in this step you need to determine each column be saved and pasted in which customer characteristic in the system, as shown in the picture below.
Step 7: in this section, you need to press the import option to import the data to the system.
Step 8: in this step after importing set data to the system, customer data should be imported into the system. The way of importing them to the system is the same as sets but in excel files, entries must have a column named “set name” to determine the customer that is about to be added, belongs to which set, as shown in the picture below:
Last step: In this step after specifying the set name, other columns are also specified to be located in which characteristic of CRM. After that, press import option to import the data to the system.
If a customer is created and customer data match the imported data into the customer referee section, the customer name that has added the referee to the support panel is also created automatically in the way of customer attraction section.