Hi,
Xampp is runing, I installed suiteCRM along with the demo data.
I then imported an Excel list with a few lines of companies and their corresponding addresses.
So far I call various persons at a certain customer and log the calls in just one cell right to the companies address. Yet I don’t have many information to log, so this is the way I do up to now.
I’d like to switch to suiteCRM and have this questions:
Attached is a sample of the Excel .csv table.
How can I bring in the content of the column “comment”? I would like to have the cells of this column appearing as calls which are then connected to the corresponding companies.
So far I understood I first have to import the csv table as companies - then I must import the table again als calls but now only the column comment. There are no unique IDs, so how do the comments - now calls - match back to the companies?
Further questions:
After I imported the .csv I don’t see the demo accounts any longer but only the freshly imported accounts. I guess this is caused by the fact that I imported with the option “Create new records only”. When I list contacts I see all the demo contacts along with their corresponding companies. I can click on a company and see the full information. That confuses me bit. I’d expect not to see all companies any longer.
How can I get rid of all demo data?
How would I create a new database and start with no demo data?
Thanks for suggestions!