Make your life easier – Import feature to upload data and Custom Field Selection in Reports

Import – The Smart way to upload data

Interoperability between different applications is one of the keys to user friendliness and usefulness of the system.

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applications, it should allow Data migration. Data migration has its inherent problems like misspelled names or entries, redundant data and so on; thereby leading to inconsistent data.

When entering large amounts of data, multiple entries and other human errors are bound to happen. Controlling them seems possible, but practically it may be difficult.

In such a scenario, what should you do? Should you manually check each

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entry after it is uploaded? Should you leave it the way it is?

While the first option does not seem possible if there is huge amount of data, the second option is not what you are looking at.

This situation can be easily tackled by using the bulk import option.

Leads, Contacts, Accounts, Products, Cases – All these have an Import option on the right side of the screen.

Import Accounts as CSV

For step-by-step guide on

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how to import your data, click here.

Some value additions to the import process

We know the problems that redundant data can create. In order to avoid this, melssCRM automatically checks for redundant entries within the system and displays entries that are redundant while you upload the import file..

Also it checks for redundant

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Custom Field Selection in Reports

Generating reports

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is quite a simple task. Specify the parameters and the system generates reports for you.

Sometimes you will require reports for different purposes, which need information that is not available in the standard report format. You know that the data field you want in the report is available in the CRM but you are unable to generate it because there is no such cheap viagra cialis parameter to get the data onto the reports.

melssCRM has now introduced Custom Field Selection in reports. All you have to do is select the data fields in the report and generate it.


For step-by-step guide on how to viagra pharmacy prices customize your report view, click here.

melssCRM Team continuously works to improve the usefulness and the usability of melssCRM. We hope that this feature will be of great use to you. If you feel there can be improvements made to the existing system or you want a new feature, you are always welcome to give suggestions in the comments section.

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