What is the difference between " Import My Organization Contacts" and "Import My Contacts"?
Import My Contacts
The records will be assigned automatically to the person who is importing the file into the Contacts Tab.
Import My Organization Contacts
You can assign the records to different users in your account while importing the file into the Contacts Tab. However, before importing the organization contacts you must create a column for the users in the XLS or CSV file.
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How can I associate contacts with their respective accounts while importing them through a single import file?
While importing the accounts and contacts using a single file, you can associate your contacts with the respective accounts. Your import file may contain both the contact and account details. You need to follow these steps: Copy the Account ...
Creating Contacts
In Nonprofit Vertical CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source : You can gather data from ...
Organization Settings
There are certain organization specific details, which help differentiate one organization from another. Nonprofit Vertical CRM recommends Users with Administrator's privilege customize these company specific details, so that all users under an ...
Import Data to Nonprofit Vertical CRM
How Can I... Import Checklist Import Limits Import Records Import Notes View Import History Confirm Import Details Confirm or Undo Imported Data Importing records from external sources to Nonprofit Vertical CRM is one of the most important lead ...
Viewing Import History
Maintaining a log of the activities performed in your Nonprofit Vertical CRM account is always useful. You know when a record was edited, or who added a record. Similarly, a log of the import activities is also useful in knowing who imported records, ...