FAQs
How to import Tasks and Events?
Scenario 1:Tasks/Events related to other CRM records: Currently, you cannot import tasks and events related to other CRM records from the Activities module. However, you can import these records from Setup > Data Administration > Migrate from other ...
What types of notifications are available?
While creating a task or event in CRM, you can set two types of reminder for it. They are: Alert through Email - On selecting this option, you can receive reminders for your tasks or events through emails. Alert through Pop up - On selecting this ...
Is it possible to create recurring tasks?
Yes, you can create recurring tasks and events as well. To create recurring activities Click the New Task/Event link. Alternatively, click New Task/Event from records such as leads, accounts, contacts, potentials. In the Create Task/Event page, ...
Why are tasks not displayed in calendar?
Tasks are status bound and they can be completed anytime within a specified time period. Events, unlike tasks, are time bound. You have to attend these within a stipulated period. Hence, tasks are not displayed in the CRM Calendar.
Can I create tasks/events for other users?
Yes. You can create tasks/events for other users. First create a task/event and then change the user in "Assigned To" field.
Can I assign activities to a group of users?
No. Currently, you cannot assign a task/event to group of users.
Can I modify my task subject?
By default, some of the common subjects, such as Call, Send E-mail, Meeting etc., are available in the Task form. You can also specify your own subject in the Subject field.
Is it possible to customize my activities page?
Yes, you can customize the page layout for the tasks, events and calls. The following customizations are possible: Add new fields (not available for calls) Add or delete sections Rename fields Add required fields or hide the unwanted fields Mark ...
Can I delete activities?
Yes. Activities can be deleted, provided you have delete permission. Use the Delete option available in the Activities home page.
What happens to an activity if I change my record ownership?
If you change the owner of the records (leads, contacts, accounts, etc.), all the open tasks/events are assigned to the new record owner.
How can I receive notifications about my tasks and events?
When a task is created, there is an option to set reminders. You can set two types of reminders: Alert through email and alert through pop-up. See Also Set Reminders
How to set reminders for activities?
There are two options for reminders: Alert through Email Alert through Pop-upFor tasks, you have the option to choose the type of reminder you want. For events, you cannot choose the reminder options. Both the reminders options are enabled, by ...
How can other members be invited for an event?
You can invite members for an event by following the steps given below: Click the Activities tab. In the Activities Home page, select the event for which you want to invite members. In the Event Details page, under the Related List items, click Add ...
How is the Task Subject customized?
By default, Email, Call, Meeting, Send Letter etc. fields are available as Task Subject's value. You can customize the Subject field values by editing the field. Go to Setup > Customization > Fields to edit. See Also Custom Fields
Why does my Outlook take so long to sync with Calendar for the first time?
This behavior is quite normal the first time you sync with your Outlook Calendar. It happens due to the large volume of data, and it takes a lot of time to transfer the data. We recommend you to wait for the process to complete.
How can I delete users permanently from my Client management system account?
When a member of your organization quits or is replaced you may have to delete the member from you Client management system account. When you delete a user, You cannot undo the action. If you don't want the member to access Client management ...
How to view the import history?
To view import history, do the following: Click Setup > Data Administration > Import History. In the Import History page, the import details are displayed under List of Imports section. Select the check box(es) and do any of the following: ...
How can I view a calendar that includes other user's activities?
A user can view the activities listed in another user's calendar based on the roles and hierarchy. For example: The CEO can view all the records but the sales manager can view only the records of his sub-ordinates. The sales manager cannot view the ...
How do I terminate Client management system access for an employee who is leaving our company?
You can terminate Client management system access for an employee who is leaving your company by either deactivating the user or deleting the user.
How to add the existing leads to the newly created email marketing?
You can add the existing leads to the email marketing by following the steps given below: In the Campaign Details page, the associated lead/contact details, if any, are displayed. Click Associate Existing Leads/Contact. In the Add Existing ...
What happens to the open activities after the Lead conversion?
During lead conversion, the open activities related to that particular lead gets automatically associated with the corresponding Account, Contact and Potential.
What happens to the emails associated to the Lead when it is converted to an Account?
Once a Lead is converted, the associated Emails within the Lead get mapped to the Contact.
Can I create leads from emails?
Yes, you can create leads or contacts from emails by following the steps given below: To add leads in Client management system from email In Client management system, click the Email tab. In the Inbox, open your customer email. In the Mail body ...
How can I create Tasks for many contacts at one shot?
Client management system allows you can create Tasks for any number of contacts in a single shot using the Create Task button. To create Tasks for multiple Contacts: Click the Contacts tab. In the Contact Home page, select the check box(es) ...
What does the "Email Opt Out" field mean while creating a contact?
In Email marketing, an "opt-out button" may be included to notify the sender that the recipient wishes to receive no further emails. When you enable the Email Opt Out field, the corresponding contact will be removed from your mailing lists and will ...
What are the various features available to manage my Contacts?
The various contact tools are: Import My Contacts: You can import contacts from external file in xls, csv or vcf formats and with size not to exceed 5 MB. You can import the XLS, VCF, or CSV format files up to 1500 records. Beyond 1500 records, you ...
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 Contacts Tab. Import My Organization Contacts You can assign the records to different users in your account while importing the file into ...
How can I activate or deactivate my web form?
You can activate or deactivate the web form by following the steps given below: Click Setup > Website Integration > Web Forms In the Web Forms page, move the mouse pointer over the desired form and click the Settings icon. Click ...
How can I share data only with certain selected users?
You can provide access rights to selected users belonging to other roles and groups by creating your own Data Sharing Rules. This feature helps you to create rules to provide access or restrict users from viewing your data in various modules.
I get an overlap alert when I create a new call. What does this mean?
Client management system lets you create as many calls/events as you wish. But there is a default duration for an event and a call. For example, the default call duration is 15 minutes and the default event duration is ____. If you create schedule at ...
How can closed activities be tracked for future reference?
The closed tasks are displayed under Closed Activities related list in each module. You can select the Closed Activities view to track the archives.
How to set reminders for activities?
There are two options for reminders: Alert through Email Alert through Pop-upFor tasks, you have the option to choose the type of reminder you want. For events, you cannot choose the reminder options. Both the reminders options are enabled, by ...
How do I close an event so that it does not show up in the open events list?
In Client management system users need not close an event manually. Events will be automatically closed once the End Time elapses. For example, if the End DateTime is 09/17/2010, event will be closed automatically next day, i.e., 09/18/2010.
How do I send mass emails to only those contacts that are my customers?
Not everyone listed in your Contacts module may be your customer. If you have to send emails only to a select few contacts, you can do so by filtering out the contacts based on a specific criteria. To send emails only to “Customers” follow the steps ...
Why am I not able to see the Remind Assignee option for workflow Tasks?
The Remind Assignee option is available only in the Enterprise Edition. Using this option you can set reminders for the Workflow tasks and alert the record owners through emails or pop-ups.
How many emails can be sent per day using the workflow alerts?
(No. of Users * 100) or 5000, whichever is lower, will be taken as the maximum limit per day for emails to be sent using workflow alerts.
How can I disable workflow rules for Standard users?
Workflow rules can be defined by any user who has the 'Manage Workflow' permission. By default, the Standard profile user also has this permission and you cannot change it. However, you can create another profile without the 'Manage Workflow' ...
How does Client Management Work?
Essentially, CRM works by collecting leads or consumer information, analyzing the collected information to understand customer or market requirements and adjusting marketing campaigns accordingly to increase sales. CRM also serves customer service ...