Can I import solutions from an external resource?
Yes, you can import your solution database from an external resource. The file you intend to import should either be in .csv or .xls format.
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How to import product details from an external source into CRM?
You can import the product details by following the steps given below: Click the Products tab. In the Products Home page, click Import Products. In the Import Products page, browse the Products-related data in CSV/XLS format and then click Submit. In ...
Create Solutions
In CRM, you can create solutions by: Entering data in the solution details form: You can manually fill in the Solution details gathered from various external sources. Importing solutions from external source: You can gather data through various ...
Standard Fields in Solutions
Following are the list of defined standard fields available in the Solutions module: Field Name Description Data type Maximum Limit Solution Number Display the case ID after creating a solution Number 16 digit Solution Title* Specify the subject of ...
Import Data
To import data Click the [Module] tab. Module refers to the tabs like Leads, Clients, Accounts, etc. In the [Module] Home page, click Import [ Module ]. In the Import [Module] page do the following: Choose Import My [Records] or Import My ...
Import Data
Use the Import My [Records] feature to import the records owned by (assigned to) you. By default, the records' ownership is automatically assigned to the user who imports the records. Use Import My Organization [Module] feature to import all the ...