Q1. Why can’t I upload CSV Files?
There can be n number of reasons why you are not able to upload/download:
Q2. How to create Custom Dashboards?
As the name suggests in the custom dashboard, we can make it personalized. We have 5 types to create a block:
Q3. How to create alerts?
Using alerts, we generally notify the user when a definite condition occurred. To create an alert, first, create a user-defined report with alert type. Define trigger condition and schedule report. Now, go to alert create a new alert with this report, select the frequency for alert, method (I.e. email), and write a message to notify the user.
Q4. Are there any possibilities of uploading CSV files which edit the existing records?
No, you cannot edit the existing record with the CSV upload, but you can still bulk edit the record if you want changes in the existing record.
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