Nonprofit Vertical CRM Common Operations

Nonprofit Vertical CRM Common Operations

How Can I...

· Navigate Records

· Search Records

· Create Records

· Create Records Individually

· Import Records

· Capture Records from Website (Using Web-to-record Form)

· Export Records

· Print Records

· Restore Deleted Records

· Merge Duplicate Records

· Mass Transfer Records

· Mass Delete Records

· Mass Update Records

· Use Last Activity Time

Navigate primarily means the process of moving back and forth within the records. Navigation in Nonprofit Vertical CRM allows easy movement between records; provides options to choose the number of records to be displayed
in
one page; and saves time in accessing records. See Also Navigate Records

The two navigational options available in Nonprofit Vertical CRM are:

· Page-level navigation

· Record-level navigation

Page-level navigation


Record-level navigation


Search Records

The search option helps
locating
specific information or specific records without having to go through the entire list of records, thus saving time in finding records. See Also Search Records


The different search options available in Nonprofit Vertical CRM are:

·            Search records by Alphabet

·            Search records by Information

·            Search records by Criteria using Advanced Filters

Search records by Alphabet


Search records by Information


Search records by Criteria using Advanced Filters


Create Records

In the Nonprofit Vertical CRM system, you can create records by:

·            Entering data manually in the record details form

·           Importing records from external sources

·         Capturing records from Website through
Web-to-record
form

Note:

· Some of the standard fields listed below may not be visible or editable depending on your organization's business process.

· In case you want to add or modify fields, please contact your System Administrator for more details on the usage of other fields.

For a complete list of standard lead fields, click here.


Create Records Individually

You can create records manually whenever there is a limited number of records that can be created one by one. In such cases, it is easy to manually feed in the available details and create new records instantly.

You can create records individually by:

·        Filling details in the record creation form.

·        Duplicating the record with few changes in the existing details.

     You can create leads individually by using the following:

·       Filling details in the lead creation form.

·      Cloning the lead with few changes in the existing record.

Note:

· By default, the person who creates the lead owns it.

· To change owner, click the Change link in the Lead Owner field from the Lead Details page and select another user.

To create leads individually

        1. In the [Module] tab, click New [Module] . 
        
              2. In the Create Record page, enter the details. (Refer to the Standard Fields)

               3. Click Save.


To clone records 

             1. In the [Module] tab, click a particular record that is to be cloned.
    2. In the [Module] Details page, click Clone.

             3. In the Clone [Record] page, modify the required details.

           4. Click Save.


Import Records

Importing records from external sources to the CRM system is one of the most important activities in marketing and
sales,
when
you are using different systems to gather data. For example, you may be purchasing records from external sources, capturing product requests through Web sites, getting records from a different business unit within the organization where there is a chance of cross-selling products, or migrating data from your old system to Nonprofit Vertical CRM. In all these cases, importing records enhances your productivity.


You can import
records,
if you are authorized to perform this operation. Otherwise, the Import records button in [Module] Home page will be hidden in your user interface. By default, record ownership is held by the user, who imports the records. You can change the record's ownership while importing, by adding a record owner column in the CSV/XLS file that is imported and the map it to the Assigned To field. This will automatically assign records to particular users. Use the exact Nonprofit Vertical CRM users' names while creating the record import file, otherwise records are not created in Nonprofit Vertical CRM.

Note:

· The Import link is displayed only if you have the privilege to use the Import feature.

· Please contact your administrator in case these links are disabled.

· Before importing records, you must have the record details in a CSV/XLS file.

· Before importing the records, close the CSV/XLS file and the Spreadsheet program.

· Ensure that the CSV file does not contain any apostrophes (For example, ABC's).


Capture Records from Website (Using Web-to-record Form)

Web forms simplify the process of capturing visitors' or users' information from the website into your CRM system. They are designed to automate the importing of
data

from

website
 into Nonprofit Vertical CRM and to enable non-technical users to design and publish their own web forms.

Benefits

Web forms can be used for:

·         Capture data (visitors' information)

·         Communicate with website visitors

·        Conduct surveys

·        Respond to user questions

·       Generate online sales

·       Receive online feedback

See Also Managing Web Forms


Export Records

Occasionally it is very useful to export the records from Nonprofit Vertical CRM to Spreadsheet programs, such as Microsoft Excel, OpenOffice, and others for further data analysis. The different export options available in Nonprofit Vertical CRM are:

·        Export data

·        Request CRM data backup

     See Also Export Data

Change Record Owner

When prospecting is in progress, occasionally it may be very useful to change the owner of some of the records in a single step. You can change the owner of an individual record or a group of records.

Note:

· You need to have the Change Owner profile permission to use this feature.

To change the owner of records individually

          1. Click the [Module] tab.
Module refers to Leads, Accounts, Contacts, etc. tabs.

      2. In the [Module] Home page, select the record.

     3. In the [Module] Details page, do one of the following:

 In the [Record] page, change the owner, and then click Save.


To change the owner of records in bulk

1. Click the [Module] tab.
Module refers to Leads, Accounts, Contacts, etc. tabs.

2. In the [Module] Home page, select the required
check boxes


3. Under More Actions, click Change Owner.

4. In the Change Owner page, select the new user from the Change Owner pick list.

5. Click OK.

Note:

· Record ownership will be changed to another user, irrespective of its existing owner.

·
Use this operation carefully,
otherwise
records belonging to different users will be changed to new
user.

· To overcome this problem, you may first search the records with a required owner name and then change the owner in bulk.

· The Change Owner option will not be available for the records for which you have Read Only permission.

You can view the record details in
printable
form and print them using the browser’s print function.

To print record details

       1. Click the [Module] tab.
Module refers to Leads, Accounts, Contacts, etc. tabs. 

   2. In the [Module] Home page, click the required record that you want to print.

    3. In the [Module] Details page, click MoreActions > Print Preview.

    4. Choose a Template Category from the list.
The chosen Email Template, Mail Merge Template or Inventory Template, as the case may be, appears for Print Preview. 

5. Click Print.

Note:

· You can also print the details using the Web browser's print function.

· Email Templates appears only if there are any email templates created for the module in question.

The Mail MergeTemplates option is restricted to Leads, Contacts, Accounts and Potentials.


· Inventory Templates are restricted to Inventory Modules.

·
These additional Print options (Email, Mail Merge
and
Inventory templates) are available for all paid Nonprofit Vertical CRM accounts. For Free and Trial accounts, only the default print option is available.

To print records

     1. Click the [Module] tab.
 Module refers to Leads, Accounts, Contacts, etc. tabs.

     2.  In the [Module] Home page, click the PrintView icon.

     3.  In the Print Preview page, the system displays the list of records.

     4. Click Print Page.

Delete Records

Occasionally you may need to remove some of the unnecessary records from Nonprofit Vertical CRM, for a better organization of data. You may consider removing records that are not useful for future reference.

Note:

· The deleted records are temporarily stored in the Recycle Bin for 60 days from the date of deletion after which they are permanently deleted.

· Users with Administrator profile will have access to all the records in the Recycle Bin.

· Only the Administrator can delete the records from the Recycle Bin.

To delete records individually

      1. Click the [Module] tab.
Module refers to Leads, Accounts, Contacts, etc. tabs.

      2. In the [Module] Home page, select the record.

      3. In the [Module] Details page, click Delete.

To delete records in bulk

    1. Click the [Module] tab.
Module refers to Leads, Accounts, Contacts, etc. tabs.

    2. In the [Module] Home page, select the check boxes corresponding to the records.

    3. Click Delete.

Restore Deleted Records

If you delete records by mistake, you can always restore the deleted records from the Recycle Bin.

To restore deleted records

    1. Click Settings > Setup > Data Administration > Recycle Bin.

    2. In the Recycle Bin page, select check box(es) of the records that you want to restore.

    3. Click Restore.

Note:

· Users with Administrator profile will be able to view all the records that are deleted.

Merge Duplicate Records

Over a period, there may be a chance of accumulating duplicate records. You can search the duplicates and merge
them

for
a better organization of records. There are two features to merge duplicate records.

· Find & Merge Duplicate Records - Specify criteria to find duplicate records.There are 6 fields in which you can specify the criteria in each module.

· De-duplicate Records
 - Search all duplicate records in a module based on a selected field's value. You can
choose

any

one

from the 4 fields that are available based on the selected module. See AlsoMerge Duplicate Records

Mass Transfer Records

This feature allows you to transfer records from one user to another user. As a result, all the open activities will also be transferred to the new owner. You need to have the Mass Transfer profile permission for the individual modules to use this feature.

To transfer mass records

      1. Click the [Module] tab.
Module refers to Leads, Accounts, Contacts, etc. tabs.

      2. In the [Module] Home page, click [Module] Tools > Mass Transfer [Module].

      3. In the Mass Transfer [Module] page, do the following:

 In the Select New Owner section, click to select the owner's name for the Transfer From and Transfer To fields. Click Transfer.


Mass Delete Records

This feature allows you to delete records in bulk. You need to have the Mass Delete profile permission for the individual modules to use this feature.

To delete mass records

     1. Click the [Module] tab.
Module refers to Leads, Accounts, Contacts, etc. tabs.

     2. In the [Module] Home page, click [Module] Tools > Mass Delete [Module].

     

Note:

· The records deleted in bulk will be temporarily available in Nonprofit Vertical CRM's Recycle Bin.

· To restore the data, select the records, and then click Restore.

Mass Update Records

This feature allows you to update record details in bulk. You need to have the Mass Update profile permission for the individual modules to use this feature.

Note:

· You cannot update the following fields using the Mass Update feature.

· Text Area fields.

· Lookup fields.

To update mass records

     1. Click the [Module] tab.
Module refers to Leads, Accounts, Contacts, etc. tabs.

     2. In the [Module] Home page, click [Module] Tools > Mass Update [Module].

     3. In the Select Field to 
     Update page, select the field to be updated. Enter the corresponding data in the box.

     4. Click Save.

To update mass records from the list view

    1. Click the [Module] tab.
Module refers to Leads, Accounts, Contacts, etc. tabs.

   2. In the [Module] Home page, select the checkbox
      (es) corresponding to the records that you want to update.
   3. Under More Actions, click Mass Update.

   4. In the Select field to update popup, choose the field that you want
to

    update

for
 the records.
   5. Specify the value for the field.

    6. Click Save.



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