Sometimes finding and eliminating duplicates is not your agenda. Skip and overwrite options do not simply meet your requirements because their operation is based on records as whole. What if your records on either ends(csv file and Simply) have duplicates but also have important information on those duplicates? That’s exactly when merge comes really helpful. […]

Importing Picklist Values As you know, picklist field is a field that has a list of values within which you are allowed to select one value. It’s easy to select a picklist value while creating a record manually — you click on the picklist dropdown and select appropriate value. However, a set of people think […]

Simply CRM identifies the presence of a field in your .csv file with the help of a delimiter. Two different delimiters namely: comma (,) and semicolon(;) are allowed in Simply CRM. You can separate fields with the help of either of the delimiters but not both. Every file contains delimiters behind the screens; they are […]

In the step 4 of import process, you’ll have to map fields in .csv file with fields in your Simply CRM account (See image below). The fields from your .csv file header are displayed on the left and fields in Simply CRM to right. Now your job is to map these fields. That’s the reason […]

Simply CRM gives you the flexibility to send sms notifications to your customers. You can also prefer to automate the process of sending sms notifications with the help of workflows. Before setting up SMS Task you’ll need to make sure that your SMS Notifier is configured. We support popular text messaging services such as Text […]

Sales team needs to be more vigilant when lead status is changed to Hot. You can automatically create calendar events and to dos, and assign them across your sales team to follow up hot leads. The following workflow is supposed to create an event when Lead Status becomes Hot. This happens only once in sales […]

This workflow is provided by default along with Simply CRM package. This is a good example to depict how fields within same record can be updated when workflow is executed. We are set to do the following calculation. Forecast Amount is equal to Amount * Probability / 100 1. Opportunities is selected in Select Module […]

Create Entity tasks allows you to automatically create records when workflow condition is satisfied on parent record. We will consider two different modules : Projects and Project Tasks to demonstrate how this task works. Projects module should be selected from Select Module dropdown. When to execute workflow condition is Only on the first save. So, it […]

I am going to send a thank you note to leads that are generated through websites. 1. Select Leads in Select Module and my condition will be Only on the first save, because thank you note to existing customers doesn’t make any sense. 2. Click Next 3. The idea is to send emails exclusively to […]

This workflow requires code level changes and hence doesn’t support on Simply CRM On-Demand accounts. Few custom functions are developed to meet specific requirements in Simply CRM such as : Quantity of products will be decreased when Invoice is generated on them. Quantity of products is increased when purchase order status is update to Received Shipment […]