Importing Clients and Organizations into Team-Logic - Team Logic Help System

Welcome > Initial Setup Guide > Step 4. Import Clients and Organizations

Importing Clients and Organizations into Team-Logic

I need to do this if.....

  • I am using Team-Logic CRM and have an existing list of customers
  • I am using Mail-Logic and have an existing list of recipients
  • I am using the member directory application for my website and need to import organizations
  • I would just like to keep track of a list of contacts

Table of Contents

Clients are users (people) external to your organization but are somehow related.
Examples would be mail-logic recipients, customers or project contacts. They share
almost all the same data fields as staff but can only log into the “Portal” to view a
restricted amount of information. Similar to staff, they use their email and
password to login. You can add and modify clients through the “Clients” tab. Any staff
member that is logged in to the intranet can modify client information. Clients can be
linked to one organization.

To add a client:

  1. Click on the Clients Tab tab
  2. Click "Add Client" in the upper right corner
      Add Client
  3. Enter the client information. At the very least, you will need to enter an email. The most useful fields are on the first tab.
     Add Client Screen
  4. Click "Add Client". Your first client will be added!
  5. You can also mass import clients and organizations with a spreadsheet. Click here to view a guide on the subject.

Organizations are any entity that is “more than just a person”, usually a business. Many
clients can be linked to one organization (This link is made when adding / updating
clients). You can add and modify Organizations through the “Organizations” tab. Any
staff member that is logged in to the intranet can modify organization information.

To add an organization:

  1. Click on the Organizations Tab tab
  2. Click "Add Organization" in the upper right corner
     Add Organization
  3. Enter the organization information. At the very least, you will need to enter a name. The most useful fields are on the first tab.
     Add Organization Screen
  4. Click "Add Organization". Your first organization will be added!
  5. You can also mass import clients and organizations with a spreadsheet. Click here to view a guide on the subject.

 

Team-Logic CRM Considerations


Clients and Organizations can be added after-the-fact and while adding new projects or tickets. If you have a low quality list you are mass-importing, make sure to add them to a group that identifies them as such.

  • Many clients can be linked to one project
  • One organization can be linked to one project
  • One client can request a work ticket

Continue to Step 5 >>