December 1, 2010
New Features – Imports & Exports & Cases Oh My
Over the past few weeks you may have noticed new features appearing here and there within KarmaCRM. We have outlined what’s been added, and how to use them below. As always feel free to contact us if you have any questions!
We understand how important it is to easily import data into any CRM system, which is why we have been working hard to add a number of highly requested features to our import.
- Assign a user to the imported contacts
- Easily page through your CSV to make sure your columns are matched properly
- You can now import contact stages, statuses, referral sources and tags
- You can import companies directly without an attached contact in the “Companies” section
It’s easy to make a mistake while importing data, so we made it easy for you to redo, or undo your import.
Once your import is complete, you’ll receive an email letting you know its been complete. If you make a mistake you can redo the import right from the email clicking the link as shown below:
The other way you can redo your import is from the Contacts or Companies screen. Once your import is complete, there will be a widget shown in the bottom right of your listing page, showing the records imported.
You can either click the blue link where it says x Contacts Imported to show you what was imported, or click the redo button to delete the imported records and start over.
Clicking the blue link takes you to a screen where you can review the records that were imported, and confirm they are correct or redo them depending on how they look
Getting your data safely out of KarmaCRM is just as important as getting it in. We now provide you with a number of export options depending on what you are trying to accomplish.
Now you can export all of your data into a single zip file. Start by clicking the “My Info” link located in the bottom right of your screen. Then once you’re in “My Info” look for the Export Your Data widget then click the link that says “Export all of your data”.
This brings you to a screen allowing you to select which sections you want to export, and the format you want to export them in. Once you hit the “Export” button, your export will be performed in the background and you’ll receive an email with a link to the zipped file when it finishes.
Export a single page or all filtered results to CSV
You can now export only a filtered subset of your data instead of the whole shabang. If you click the “Export” link found in your sidebar with any filters selected (IE “Stage, Status, Assigned To…etc”), then your export CSV section will look something like this:
You can select whether you want to export only the page that you are on, all results within the filter you selected, or all records ignoring the filter you selected.
We added cases so that you can handle customer support tickets or one off projects that don’t fit anywhere else in Karma. You can customize the case priority, status and type to suit your project or help desk depending on how you choose to use it.
You can now upload and share documents, presentations, media and anything else you want to make sure everyone has access to with your team through the Files section.
You can now upload and share documents, presentations, media and anything else you want to make sure everyone has access to with your team through the Files section. Files you upload to contacts, companies etc will also show up in here.
Want to upload multiple files at once? No Problem! Simply hold shift when you are selecting files you want to upload. Once you leave the file browser window and return to KarmaCRM, your screen should look something like this
We have a number of exciting features almost ready for you, so stay tuned and subscribe to our blog to find out about the latest and the greatest features!