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Sangam CRM Community
2.6k members • Free
4 contributions to Sangam CRM Community
May '24 •Â
Link Client module with Activities Module
I want to link Client Module with Activities Module, can someone help me which tutorial/video should I watch for this?
1 like • May '24
Hello @Rahul Rafaliya I have names in my client module which I want to see/pull in my activity module: 1> I click relate in activity module 2> Selected Client in the drop down 3> When I click the small lens logo next to it, I am getting only field names but no data under it. Please refer the screenshots for the same. Just adding one more thing I have not used any relate, flex- relate or relationship yet for these modules.
May '24 •Â
Data Import Issue
Can someone from Sangam CRM Support Community contact me, have issues regarding data import
1 like • May '24
Hello @Dip Desai thank you for sharing this. My issue is somewhat different, my data import is stuck at 0% and not moving ahead, @Pavan Joshi is currently helping me with the same.
May '24 •Â
Data Import (Available fields not displaying)
Hello, while importing file I am not able to see any options under Available fields (though I have fields in my excel document). Please find the screenshot attached in here, would be great if someone can guide me on this.
1 like • May '24
Yes, it worked thank you Rahul for the suggestion, Also thanks to @Pavan Joshi for prompt support and solution.
Apr '24 •Â
importing data into accounts module
trying to import data into Accounts module what to do here? from where we have to drag fields?
0 likes • May '24
Hello I am facing the same issue, could you help me, how did you resolve it?
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Active 725d ago
Joined May 6, 2024
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