How to merge duplicates
If you find that you have a person or company twice in your CentralStationCRM account, you can simply summarize. This means that all entries of......
Can I automatically remove all duplicates from my account at once?
Duplicates are a common problem in CRM software. Usually they find their way through a file import into the system and there they then stay......
How can I bring together individual duplicates?
How can I bring together individual duplicates? To summarize individual duplicates (contacts or firms) you can go to the page of the person or company,......
Work on contacts and companies in ascending order
If you have been using tags to filter your contacts, you can edit these in series one after the other, without having to jump back......
How can I add a picture to people or companies?
You can create a picture of each person and company, which is then displayed at the top left of the page of the person /......
How can I assign contacts to an employee and tag him as responsible?
In many companies the responsibility for certain persons and companies is divided among the sales staff. By doing this it is possible to avoid people......
How can I merge single duplicates?
To merge individual duplicates of persons or companies, you can go to the page of the person or company, edit them and then combine the......
How to find unused companies or unedited contacts
If you are in doubt having partially unused or simply unedited contacts in your CRM, then the sorting of the person or company list may......
I noticed a new connection in my network. Can I connect all contacts?
Yes, you can create connections from you or your colleagues to contacts or in contacts. To do this, go to the page of one of......
How to create a person or company
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Create notes and attach documents
On the page of each person, company or of offers or projects, you can add your notes and comments in the large text field on......