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CRM

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CRM services

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FAQ & videos

Video tutorials

Video tutorials

Guide: create a contact or an account
Guide: delete a contact or an account
How do I edit the opportunities’ labels (sales stages) ?
How to embed a form in an email ?
How to search a contact or an account?
How to filter the contact list?
How do I create an opportunity?
How to create a task?
How do I synchronize my email address and calendar with my CentrixOne account ?

Webinars

How to prepare the Excel file and then import the data?

Dashboard

When I’m in the “Activities” tab, why does the quantity of emails sent not match ?

Tasks

How to create a task?
How do I synchronize my tasks with my email calendar ?
How do I advance my tasks visually ?
What is an iCal invitation ?
Can I assign a task to someone who does not have a user in my CentrixOne account ?

Contacts

Guide: create a contact or an account
Guide: delete a contact or an account
How do I modify a contact after its creation ?
How to search a contact or an account?
How do I export a specific contact or account list ?
What is a primary contact ?
How do I modify a primary contact ?
How to add notes in a contact details section ?
Why does nothing appear when I click on the button to improve a contact ?
Why do I see the same contact multiple times (duplicates) ?
Can a contact be in more than one list at the same time ?
How do I add a new representative ?
How do I see the creation date of a contact ?
How do I customize the display of information in the contact or account list ? (multi-column)
How do I create a custom field?
How do I find a contact’s ID (identifier) ?
Do we have to respect special characters (accents, hyphens, etc.) during a search ?
How do I hide a profiling field ?
How do I move a contact to another list ?
How do I copy an account and all the contacts associated with this account to another list ?
Can a contact be linked to several accounts at the same time ?
How do I add an account number to a contact ?
How to filter the contact list?
How do I unlink a contact from an account ?
How do I restrict access to contacts so that representatives only see their assigned contacts ?
What is the purpose of the “relationship” section in a contact card ?
How do I sort contacts ?

Opportunities

How do I create an opportunity?
Is it possible to save filters in the “opportunities” module ?
How do I export the list of opportunities ?
Is it possible to have custom fields common to all opportunities ?
Can opportunities be filtered based on their custom fields ?
How do I find the ID (identifier) of an opportunity ?
What is the principle behind the display order of opportunities ?
How do I edit the opportunities’ labels (sales stages) ?
Why don’t I see the opportunities assigned to other users ?
Why do the opportunities associated with a certain sales stage disappear from the “Opportunities” module, but are still clearly visible in my contacts ?

Accounts

Guide: create a contact or an account
Guide: delete a contact or an account
How do I create a custom field?
How to search a contact or an account?
Can I customize information displayed in the list of accounts ?
Can I export a list of accounts ?
How do I export a specific contact or account list ?
How do I modify an account after its creation ?
How do I move an account and all its contacts to another list at the same time ?
How do I copy an account and all the contacts associated with this account to another list ?
How do I remove an account and all the contacts associated with that account from a list ?
How do I customize the display of information in the contact or account list ? (multi-column)
How to create a custom field in an account?
How do I hide a profiling field ?
How to hide an account in CentrixOne when it is deleted or inactive in your accounting system ?

Documents and notes

Documents and notes

Is there a character limit when naming a file ?
Where are the elements imported in the “documents” module saved ?
What is the cloud storage capacity associated with the “documents” module ?
What types of files can be imported into the “Documents” module ?
What file types can be viewed via CentrixOne without having to download them ?
What is the maximum file size that can be imported into the “Documents” module ?

Forms

How to embed a form in an email ?
Can I link a form created on my website to my CentrixOne account ?
Can a captcha be added to a form ?
Can a form be bilingual ?
If I modify a form already integrated in my website, will it be updated automatically ?
How do I modify a form that has already been created ?
How do I integrate a CentrixOne form into my website ?
How do I create my own questions for a survey ?

Emails

What is a DNS, and how can we configure it to authorize a connection with CentrixOne?
Why don’t I have access to the e-mail sending module ?
How do I synchronize my email address and calendar with my CentrixOne account ?
If I delete an email from my email system, will it also be deleted in CentrixOne ?
If a user has two email addresses, can they synchronize the two in their CentrixOne account ?
Can I view the emails of other users in the CentrixOne CRM?
How do I send an email to just one person ?
Is it possible to see all the emails sent via the contact files ?
Can we send an email containing only text and a signature ?
How do I send an email from an email address other than the one associated with my CentrixOne account ?
How do I add a checkbox allowing a person to accept specific conditions ?
Can I view attachments associated with emails that are synchronized in my CentrixOne account ?
How do I add animation to an email ?
When a contact unsubscribes from receiving emails, will the ‘unsubscribed’ field update in all lists that contact belongs to ?
How do I add a link to a document in an email ?
How to embed a form in an email ?
Can we export the list of contacts unsubscribed from sending emails ?
How do I add an attachment to an email sent via CentrixOne ?
How can I reuse an email sent via the “emails” module ?
What are the different calculations in Step 3 of an email campaign ?
Can I import my font into the email editor ?
If a contact clicks on the link to unsubscribe, will it count in the points calculation ?
Do you have to be logged into CentrixOne for a pre-scheduled email to be sent on the scheduled date and time ?
Can a copy of a sent email be made ?
What is the difference between a public and private draft ?
How do I change the visibility of a draft email ?
How do I quickly identify if a draft is public or private ?
Can an automated email or template be private ?
What is a CASL permission ?
How do I add a CASL permission ?
Can a CASL permission be modified or removed after its creation ?

Automations

Can an automation be triggered on a task ?
Can an automation be triggered on an opportunity profiling field ?
Can I have an automation triggered in a specific number of months ?
Can the same automation be triggered on multiple lists at the same time ?

Lists

How to determine whether to create a list or a custom field?
How do I secure an Acomba or QuickBooks Online list ?
How do I import a prospect list generated by a Facebook ad ?
How do I manage access permissions to a list ?
How do I create a list ?

Data import

How to prepare the Excel file and then import the data?
Do you have a template for data import?
How do I avoid creating duplicates when importing an Excel file ?
Can I update contact and account information via an Excel file ?
Which Excel file extension should I use for importing data ?
What date format should I use when importing dates into CentrixOne ?

Settings

What is a DNS, and how can we configure it to authorize a connection with CentrixOne?
How to prepare the Excel file and then import the data?
How do I modify the hierarchy of users ?
Can I view the emails of other users in the CentrixOne CRM?
Will I be able to keep my data in my CentrixOne account if I synchronize it with a new accounting system ?
How do I change the username ?
How do I create, rename or delete a role (user group) ?
How do I manage permissions?
How do I assign a role (user group) to a user ?
What does the information we enter into the “Settings/emails” module correspond to in the “Company info and logo” and “Unsubscribe” sections ?
How do I avoid creating duplicates when importing an Excel file ?
Can I update contact and account information via an Excel file ?

Miscellaneous

Is CentrixOne available in all countries ?
Can we take a picture of a professional card (business card) and automatically upload the information to CentrixOne ?
When setting up our account, why do we need to add information to our DNS system ?
When configuring DNS, what is CNAME e1 used for ?
What format should we use for writing phone numbers ?
Are the telephone fields in CentrixOne compatible with IP telephony ?
Is CentrixOne compatible with Epicor ERP ?
Why does nothing happen when I click the trash can icon to delete an item ?
Can we invoice directly from CentrixOne ?
How to get my API key and CentrixOne account number ?
Are there automatic backups of my CentrixOne database ?
Can I transfer a contact profile field to an account or vice versa ?
What to do in case of slowness while using CentrixOne?

Acomba Synchronization

Acomba Synchronization

What is the difference between one-way and two-way synchronization for Acomba and what are the security levels associated with it ?
How do I ensure that CentrixOne syncs properly with Acomba?
How do I determine which synchronization mode is active between CentrixOne and Acomba ?
How do I change my synchronization mode between CentrixOne and Acomba ?
What is synced between CentrixOne and Acomba ?
Are all the lists in my CentrixOne account synchronized with Acomba ?
Is it possible to synchronize customers, but not quotes, orders and invoices from Acomba ?
How do I change the name of my representatives when my CentrixOne account is synchronized with Acomba ?
What can be configured in the Acomba synchronizer ?
How do I check the status of the Acomba synchronization service ?
What value is used to sync information between CentrixOne and Acomba ?
Can I create an account directly in CentrixOne, and then synchronize it in Acomba ?

QuickBooks Synchronization

QuickBooks Synchronization

How do I ensure that CentrixOne syncs properly with QuickBooks?
What value is used to sync information between CentrixOne and QuickBooks ?
Can I create an account directly in CentrixOne and then sync it to QuickBooks ?
Do all of the lists in my CentrixOne account sync with QuickBooks ?
What is synced between CentrixOne and QuickBooks ?
How do I change my synchronization mode between CentrixOne and QuickBooks ?
How do I determine which synchronization mode is active between CentrixOne and QuickBooks ?
What is the difference between one-way and two-way synchronization for QuickBooks and what are the security levels associated with it ?
Is CentrixOne available in QuickBooks Online apps ?

Home
Categories
Data import

Data import

Do you have a template for data import?
How do I avoid creating duplicates when importing an Excel file ?
Can I update contact and account information via an Excel file ?
How to prepare the Excel file and then import the data?
What date format should I use when importing dates into CentrixOne ?
Which Excel file extension should I use for importing data ?

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CentrixOne powers small and medium size enterprises (SMEs) in Canada, Quebec and France. Simple. Intuitive. Affordable. Simplified pipeline and prospection. Intuitive interface. Proudly Canadian. All data stored in Canada. Service in French and English.

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CRM for services to businesses (B2B)
CRM for construction
CRM for manufacturing
CRM for technologies
CRM for consumer services (B2C)
CRM for engineering
CRM for RCMS & public administrations
CRM for real estate
CRM for golf & resorts

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Blog
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Customer care centre
Terms of use
Privacy policy

Blog
News
FAQ, tutorials & webinars
Customer care centre
Terms of use
Privacy policy

Assistance Assistance

Contact

1.866.655.5101
info@centrix.one

1.866.655.5101
info@centrix.one

1.866.655.5101
info@centrix.one
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