Contact & data model — found from sitemap — CentralStationCRM

Cited by

Facts read from this source

• Categorization mechanisms Report an error

  “Essentially, CentralStationCRM offers two mechanisms for categorizing and filtering contacts, projects and offers: tags custom fields”

• Custom field types Report an error

  “What field types does CentralStationCRM offer? text (basically how it was before - all characters accepted) predefined values (offer multiple options in a drop down field) numbers (filter values smaller or greater than a certain number) dates (filter results before or after a certain date) URL (make sure the URLs are valid and clickable)”

• Field validation Report an error

  “By specifying what’s supposed to be stored in your custom fields you make sure a standard is met when saving a record. If a character other than a number is typed into a numbers field, users get a warning.”

• Custom field filtering Report an error

  “As a consequence a precise search for a certain range or date delivers accurate results. Requests like “show me all companies with more than 100 employees whose contracts run out before the end of the year” are now reliable and easy to make.”

• Change field type Report an error

  “Go to “Manage custom fields” in your account settings and click the edit/pencil icon next to the field in question. Use the button “Change field type” to specify what this field is for.”

• Excel export update Report an error

  “you can export your customer data to excel and make the adjustments there. Custom fields can be updated via excel, too.”

• Import irreversible Report an error

  “We only recommend to keep the original export file in case you make a mistake as update imports can’t be undone, only overwritten”

• Update release date Report an error

  “First release: Thursday, 5/2/2024”

• Target market Report an error

  “The easy CRM software for small teams”

1 fact read from this page is not shown because it could not be confirmed on the page as captured.