August 16, 2011

New Feature – Track Relationships & Referrals

BY John Paul Narowski IN Uncategorized 2 Comments

Depending on your business, it might be important to track contacts who’ve referred business, or who’s related to who. We have added a feature to do just this. This feature wouldn’t have been possible without the wonderful suggestions and contributions from all of you!

Contacts as a Referral Source

Now your existing contacts can be tracked as referral sources. When adding a new contact, simply select “Existing Contact” from the Referral Source drop down. You’ll be asked to search for an existing contact, and once selected it will look like the screenshot below.

Screen Shot 2011-08-16 at 11.50.21 AM

When opening this contact later, the referrer will appear in the relationship box as pictured below.

Screen Shot 2011-08-16 at 11.53.13 AM

New Contact Referral Report

Create a report showing all your contacts who are referrers, and the people they have referred. Makes it easy to ensure you give your high volume referrers their proper kudos!

Screen Shot 2011-08-16 at 11.56.15 AM

Track Family Relationships

Now you can easily associate family members using the relationship manager. Open the contact you want to add a relationship for, and scroll to the “Relationships” section. Choose what type of relationship you are trying to add, and search for that contact. Possible relationships include “Parent”, “Child”, “Spouse”, “Grandparent”

Screen Shot 2011-08-16 at 12.06.55 PM
I’ve been hacking at various business ideas since I was 16. I’m a full stack developer and love crafting user experiences. I’ve been nose deep in code since I put the legos down, and built several successful businesses in the process. I’ve lost some hair, gained some experience and throughly enjoyed the journey.
  • http://karmacrm Skip Riffle

    I have a new Acer Pad. I have loaded a program called Scan Bizcards. It scans business cards and puts the info into the Acer’s contact list. Now I have come to find and need your ‘karmacrm’ program and can not figure a way to transfer the 250 contacts from the Acer to karmacrm. You have options from CVS, Google, Yahoo, and a few others so how do I get them from Acer Contacts to karmacrm? How about a quik-fix before I wear my fingers to a pulp re-typing all of these cards and information in one at a time.

    • admin

      Hi Skip, You need to export via CSV which can then be imported into karmaCRM.

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