crm3

Selecting Tab Contacts on the Group Operations list displays the Bulk Tag dialog, illustrated below, which allows you to create a unique name for the Contacts you are tagging.

Simply enter a distinguishing name for the tag in the Tag Name text field and click OK to tag the Contacts.

The Bulk Tag Confirmation window, illustrated below, is displayed to indicate that the tagging operation was successful.

Click OK to complete the tagging process.

Selecting Record Note from the Group Operations menu displays the Record Bulk Noteeditor, a word processor unique to CRM3®, which allows you to send a note to all members of a Contact Group. Follow the steps below to record a Note to all members of a Contact Group.
The following formatting options are available from left to right on the menu bar:

Make text Bold, Italic, Underscore or Strike-Through; align text Left, Center or Right; create a Bulleted List or a Numbered List; select a specific Font; adjust the Size of the text;  change the Color of highlighted text, change the Background Color of the Note; add a Hyperlink, remove a Hyperlink; paste as Plain Text, paste from Word.

Note: Any Notes added here will be displayed within the Historyportion of each member of the Group’s Contact Card.

1. Select a Notebook with which to associate the Note from the Notebook list.
2. Select the type of Note that you want to create from the Note Type list. Available options are Phone, Email and General.
3. Use the word process to compose the new Note, using the formatting icons on the menu bar to configure it.
4. Click OK to generate the new Note. A Bulk Note Confirmation window, illustrated below, is displayed to indicate that the new Note was successfully created.
5. Click Cancel to exit the Record Bulk Note Editor without composing the new Note.

Click a Contact’s name on a Contacts list displays the Contact Card for the Contact, as shown in the following illustration, which allows you to make modifications to a Contact’s General Information as well as designate them as Favorites, associate them with Project Spaces, assign them Tags, associate them with Business Processes, add Notes specific to them, create Tasks for them, add Additional Information pertaining to them and associate Files with them. You can have multiple Contacts open at once, with each open Contact being displayed on the Contacts menu bar. Follow the steps below to work with a Contact’s Contact Card.

1. Click  to designate the Contact as a Favorite Contact. The Contact will be displayed on the Favorites list whenever you select the Contacts tab for quick access.
2. Click Edit Contact or click  within the General Information portion of the screen to modify the information you have entered for the Contact using the Add Contact screen, or click Close Contact to close the Contact Card for the Contact.
3. Click  within the Business Processes portion of the screen to add a new Business Process using the Add Business Process dialog, illustrated below.
4. Select a Process Type from the Process Type list, enter a name for the Process in the Process Name text field, enter a closing value for the process in the Closing Value text field, select a Project with which to associate the Process from the Project list and select an assignee for the Process from the Assignee list. Then click OK to associate the Client with the Business Process.

Note: Closing Value is the value of a closed deal. That is, if a prospective client is interested in a condominium valued at $500,000, then that is the closing value if the deal goes through. It is used for receivables pipeline reporting.

Note: If you are designated the Assignee, you will receive a Notification Email at the time that the assignment is made.

5. Click  in the Projects Spaces portion of the screen to associate the Contact with existing Projects. Please refer to the Adding Contacts to Projects section of the document for details on associating Contacts with Projects.
6. Click  in the Tasks portion of the screen to display the Activity Editor for creating a new Task. Please refer to the Creating Contact Tasks section of the document for details on working with the Activity Editor.
7. Click  within the Additional Information portion of the screen to add an Additional Information Template with which to associate the Contact using the Add Information Templates dialog, illustrated below.
8. Select an available Information Template from the Available Templates list, enter a group name in the Group Name text field, if desired, and click OK to add the new Template to the Additional Information portion of the Contact’s Contact Card.

The import dialog allows you to import contacts from a growing number of sources, including Microsoft Outlook, Calyx Point and CSV format. From the “Contacts/Add New” section click on the "Import" button to get started. Once your file has finished uploading to our servers, a ticket will be entered into the import queue. The time the import takes will vary by the number of contacts in the file. You will receive a short email notification when the import has completed.

Importing from Microsoft Outlook

You can bring in your contacts from Outlook by following these steps:

1. Open Microsoft Outlook, and from the menu bar select FILE > IMPORT AND EXPORT.
2. In the "Choose an action to perform" selector, choose "Export to a file". Click next.
3. In the "Create a file of type" selector, choose "Comma Separated Values (DOS)". Click next.
4. In the "Select folder to export from" selector under "MailBox" choose "Contacts". Click next
5. Choose a location and name for the file (e.g., "C:\outlookexport.csv"). Click next.
6. Ensure that "Export Contacts from folder: Contacts" is checked and click Finish.
7. Use the Import Contacts dialog in CRM3®, to upload the file you saved in Step 5.

Importing with Our Custom CSV Format

If you have some contact data that you want in CRM3® you can put it all into a CSV file and import the data in bulk.

1. Download this sample CSV file.
2. Open the CSV file you downloaded in Step 1.
3. Enter or paste your existing data into the appropriate columns. Save the file.
4. Use the Import Contacts dialog in CRM3®, to upload the file you saved in Step 3.

Importing from Calyx Point

If you have contacts in Calyx Point that you would like to start using in CRM3® follow these simple steps:

1. Download this template for exporting from Calyx Point.
2. Open up Calyx Point, and bring up the Borrower you want to export.
3. From the menu bar select FILE > EXPORT TO > OTHER APP
4. In the "Choose a Data Export Template to Use" dialog, find the file you downloaded in Step 1, click Open
5. In the "Specify Output Data File" dialog, enter a memorable file name, click Save
6. Use the Import Contacts dialog in CRM3®, to upload the file you saved in Step 5.