Import Template for Leads and Clients

You may import Leads and Clients into the MSICRM database. The data file needs to be in a CSV format. The template is below.

Please note that the NAME field is not needed in Leads imports but is required for Clients imports. The NAME field references Account Name. An Account Name is generally an umbrella account over multiple clients such as a household (husband and wife) or a company.
Some formats of the NAME field:
Smith, Joe (if individual)
Smith Joe and Susie (if married)
Joe Smith Co (if company)

Minor Update 10/2/2021

  1. Corrected a mailhandler issue that caused some clients to experience internal email issues and editing not to function correctly.
  2. Product_Type has been added to the Client view to match Leads and Applications.
  3. Validated 2FA for all users – enable 2FA in your user profile and be sent the 2FA code via email
  4. Modified Application module to add fields Premium and Premium Period to provide more data instead of the prior field of monthly premium.
  5. Updated terms of service and privacy policy to be on one form instead of embedded links
  6. Cleaned cache of all client instances

We are currently working on two issues of a moderate high priority including 1. Google Calendar Sync and 2. Password Reset workflow.

Google Calendar Sync is currently NOT working on any instance due to a Google file update that is to be implemented into MSICRM during the next service pack late October-early November.

Password Reset workflow is allowing the password to be updated but is not allowing a ! (exclamation point) as a special character but the wording just states that a special character is needed. The workaround is to use another special character (@#$). Further, the password reset workflow is also sending clients an email with a system generated password at the same time that the update occurs causing some confusion. Use the password you created as the system generated password is invalid.

Minor Update 9/16/2021

  • Added Middle Initial text box for primary client and spouse to the database for Leads and Clients.
  • Added a Language field to Leads and Clients and have listed English and Spanish. You can pick both by holding the control (CTRL) button while clicking both choices with the mouse.
  • Cleaned up Clients to match Leads for Spouse First Name and Spouse Last Name.

Now Accepting Bitcoin as Payment via Blockonomics

We have enabled Bitcoin as a payment method in the MSICRM shopping cart built by Morton Business Consulting using the WooCommerce shopping cart. Our Bitcoin handler is Blockonomics. Blockonomics made it super-easy to establish Bitcoin acceptance on our site. It is highly recommended as a plug-in.

If you would like to establish a Bitcoin Wallet to pay for products on MSICRM (or anywhere Bitcoin is accepted), go to Blockchain.com and create a Wallet.