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Hi Everyone,
I am very new to this and may not be asking the questions the right way of google to get the answer I am after.
I have been doing all my sales calls and appointments in excel spreadsheets for years and still have them all saved. I have now setup the EspoCRM on my home server to try and organise things better.
What I am trying to achieve is to import all my meetings into the system and because they are all new, they have no prior contacts in the system. So what I think I have to do is:
1- import the excel (now csv) files into the system as contacts first.
2- then reimport the same csv file as meetings (but with different fields used). The problem I face here is how to I "relate" the meeting to the contact that the meeting was with? (I don't want to relate it to an account). I am not sure how to get my "contacts" into the meeting and relate them to the meeting import. All my meetings will have an email address that can be related to a contact, so I can relate it to that. I have no idea how to set up that relationship in the settings either or to point them into the correct layout after I have created the right entity in meetings to them important them and have the meeting attached to a particular contact.
3 - I have created a meeting notes entity that the notes from each of my meetings will be saved as and I seem to be able to import that okay.
Any help would be appreciated, or even a link to show me where someone has done something similar in the past and I can try and learn from that?
Thank you
Chad
I am very new to this and may not be asking the questions the right way of google to get the answer I am after.
I have been doing all my sales calls and appointments in excel spreadsheets for years and still have them all saved. I have now setup the EspoCRM on my home server to try and organise things better.
What I am trying to achieve is to import all my meetings into the system and because they are all new, they have no prior contacts in the system. So what I think I have to do is:
1- import the excel (now csv) files into the system as contacts first.
2- then reimport the same csv file as meetings (but with different fields used). The problem I face here is how to I "relate" the meeting to the contact that the meeting was with? (I don't want to relate it to an account). I am not sure how to get my "contacts" into the meeting and relate them to the meeting import. All my meetings will have an email address that can be related to a contact, so I can relate it to that. I have no idea how to set up that relationship in the settings either or to point them into the correct layout after I have created the right entity in meetings to them important them and have the meeting attached to a particular contact.
3 - I have created a meeting notes entity that the notes from each of my meetings will be saved as and I seem to be able to import that okay.
Any help would be appreciated, or even a link to show me where someone has done something similar in the past and I can try and learn from that?
Thank you
Chad