You import thousands of records into your Simply CRM account. It’s not possible to find out duplicates in your .csv file at a glance and you finally end up importing duplicates, too. That’s the reason why we suggest you to enable duplicate record handling in the step 3 of import process. This will help you […]

If you have your data in .csv or .vcf format, you can import thousands of records instantly and effectively. Simply CRM supports importing data into different modules including Leads, Contacts, Organizations, Opportunities, etc. Contents 1 Check List 2 Getting Started 3 Step 1: Select File 4 Step 2: Specify Format 5 Step 3: Duplicate Record […]

As the name itself says, Picklist is a drop-down field with list of options available, within which, only one option can be selected. For instance, Lead status in Leads module. Picklist Editor is used to configure picklist values in different modules. It enables you to add a new values, rename, delete or rearrange existing picklist […]

Simply CRM includes a flexible framework with over 20 modules covering Sales, Support, Marketing, Inventory, Projects, Calendar and many more. Module Manager gives you the flexibility to enable, disable and configure settings of different modules available in Simply CRM. Additionally, it also enables you access to Simply CRM app store within which new modules, apps, […]

simply CRM offers a set of default fields. Fields and Layout Editor feature enables you to create custom fields, rearrange fields, edit field properties, and move fields inside and across blocks. The fields you create are accessed by all users across your Simply CRM account, unless you’ve defined permissions through Profiles. You can navigate to […]

Simply CRM gives you the ability to switch to compact listings to see more rows and reduce scrolling. You can now configure the width from the ‘My Preferences’ page. This setting is applicable for all list views and detail views. Follow few simple steps to switch to desired view Log into Simply CRM Click on […]

Comments are written communications posted on records in Simply CRM. When you export records in your Simply CRM, you also might want to have comments posted on those records in the export file, too. The default export feature doesn’t offer you the ability to transfer comments. That’s not the end of the story. You can […]

You can localize your Simply CRM by selecting desired language from My Preferences. Simply CRM default package is available in 13 different languages — no language pack installation is required. List of languages offered by Simply CRM is as follows US English DE Deutsch ES Spanish British English IT Italian ES Mexico PT Brasil Turkce […]

The great advantage of newly introduced Summary view is that you don’t have to click on different tabs to view information scattered in different places. Summary view projects all such important info on one single screen. However, set of users din’t find it so helpful; then why not leave the choice up to users? Yeah, […]

If a particular record holds a lot of importance, you can make it stand out from the list of other records. You can simply tag a record, and view it in Tag Cloud home page widget Follow few simple steps to tag desired record Click desired module(Eg: Leads, Contacts, etc) Click on desired record In […]