Records
Tagging
Tags are unique identifiers that can be associated to your CRM records to search, sort, categorize, filter, and segment records in a more efficient way. It is usually like adding keywords or any additional information to any record in CRM. For ...
How to 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. The different search options available in Nonprofit Vertical CRM are: Search by ...
Approving Records
The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to ...
Managing Notes and Attachments
File attachments are documents, such as Marketing Collateral, etc and others that can be associated to the CRM modules. Notes are the electronic equivalent of paper sticky notes. You can use the notes to write questions, reminders, and anything you ...
Merging Duplicate Records
When you work with a large volume of data, it gets quite challenging to keep your database free from duplicates. As the avenues to create records in CRM increase, the chances of duplicates to get generated increase as well. For example, the same lead ...
Standard Modules & Fields
You can use API to integrate with the following standard modules: Leads Accounts Contacts Proposals Campaigns Forecasts Cases Solutions Products Gifts Quotes Events Attributes Vendors Purchase Order Tasks Calls Special Events The ...
How can I sort the records alphabetically in a column?
You can list records alphabetically by following these steps: 1. Click the [Module] Tab. (For eg. Leads, Contacts, Accounts etc). 2. In the [Module] Home page, select the list view that you want to see. 3. Click on the Column heading and select ...
Exporting Nonprofit Vertical CRM Data
Export Module Data The Export Data feature allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can further validate or store the data in your own server(s). Note: Module refers to the different tabs. ...
Can I export certain selected records from Nonprofit Vertical CRM?
No. Currently you can't export certain selected records from Nonprofit Vertical CRM. However, you can create a report based on criteria (your requirement) and export the report.
How can I group records?
In Nonprofit Vertical CRM you can group records by creating a custom list view. If you want to group records, it means that you will have one field of the same value in all those records. You can specify this as the criteria for forming a custom list ...
De-duplicate records (Auto-merge duplicates)
In case you are not sure of the records that have been duplicated, you can let CRM run a check on modules using the De-duplicate tool. CRM will automatically find and merge exact matches. In case of conflicts in field values, you must manually ...
Find & Merge Duplicate Records
If you are looking to merge the duplicate entries of specific records, Find & Merge Duplicates is the ideal tool for you. Simply go to the Detail page of the specific record and deploy this tool to fetch its duplicates. The Find & Merge ...
What is the difference between a Lead and Contact?
Leads are raw details about individuals or representatives of organizations collected from events, salons, marketing, web forms and such external sources and marketing campaigns. Contacts are the individuals with whom communication is established and ...
What are the different types of search options in Zoho CRM?
The different search options available are: Search records by Alphabets - Filters out records within a module by clicking the alphabet links displayed on top. This would take you directly to the matching records that start with the selected alphabet. ...