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46 contributions to Sangam CRM Community
Feb 6 in
How Mr. Devendra, Tally Partner from Thane, Implemented CRM in few hours!
Meet @Devendra Suryawanshi , a 3-star Tally Certified Partner from Thane. His company provides Tally Licenses & offers Tally Related Services. A few days ago, he visited Enjay & implemented CRM in his business in just a few hours. In this video, he shared some common challenges that Partners like him go through. After visiting Enjay & Implementing CRM, Mr. Devendra was very confident that Sangam CRM would help him address the challenges and achieve the business goals. If you too want to visit Enjay & Get your CRM Implemented, reply in the comments area.
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New comment Feb 15
1 like • Feb 15
Planning end of Feb!
Nov '23 in
Import Issues (VIN011123)
Hi. I am facing small issues below while importing and pulling data from related module. 1. Between Product and Product Master, many-one relationship is set. When I create a Product, I need to map Product Part Number and Product Name both. I have selected Product Master in Edit View of Product. So when creating new product, when I select Product Name from Product Master, its Part Number also should get reflected. However, since this is a mapped field, it disables import option on this field. It also does not allow Mass Update on this field. 2. How can I select Product Master-Part Number instead of Product Master-Name to create a new product? 3. I copied Product Master name as it is in the .CSV file for import. After import however, it shows a '?' at the end of the imported data. Only when it is edited and reselected, '?' vanishes and other fields like Part Number get populated. Please advise on above.
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New comment Nov '23
0 likes • Nov '23
@Suhas Marathe 😄
0 likes • Nov '23
I know. I want to know how to set it up in CRM.
Oct '23 in
Record Creation not happening
In Product Module, no record is getting created. If I click on "Save" after entering data of a new record, screen remains as is, showing "Save" and "Cancel" keys. Record does not get saved, even if there is no error shown. Please guide.
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New comment Oct '23
0 likes • Oct '23
We need Open Issue tracking mechanism on community @Limesh Parekh .
0 likes • Oct '23
Removed the Mapping from Product Master field, so saving started. Now I added another field (Part Number), which is to be picked up from Product Master Module, once Product Master is selected. The Part Number of respective Product master does not get picked up or saved in Web App. However, it does get saved if done through mobile app! It's all getting very confusing.....
Oct '23 in
New Users Creation on Community
Hi @Shweta Mhatre -Community Manager , we have a pending list of users to be given community access for more than 10d now. Request was given by @Amruta Basugade from our team. How long will it take more? This is holding up our implementation progress.
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New comment Oct '23
0 likes • Oct '23
Ok, Thanks. Will check out.
Sep '23 in
Getting Import Error
When I am try to import Opportunities, continuously getting "Import session was expired" error on second screen. Can someone check and resolve asap?
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New comment Oct '23
0 likes • Oct '23
Also show how to attach a screenshot here
0 likes • Oct '23
Yes, resolved now. I noticed some fields starting with "Autodesk" and "Contract" which were creating error, which we have not created. Are these by default or is there any cross linking that happened overnight? Because when we imported in the call with you, we did not get this error.
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@chintamani-lele-7630
Founding Director at Vintech Electronic Systems, Pune, India's leading IT Systems Integrator and Top100 SME.
Active 218d ago
Joined May 2, 2023
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