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Importing new case leads from an Excel XLS file

You can only import data from an excel file named JRMSLEADS.xls. A demo file is available on your CD-ROM and should be already installed in your application folder.

1. Open your JRMSLEADS.xls file and edit each line.
2. You must keep the Line 1 (L1 ) intact. Edit all subsequent lines with your own data or copy/paste your data inside this excel sheet. and Save and close your JRMSLEADS file.
3. Start JRMS and click on the IMPORT LEADS button from the home screen. A pop up window will ask you if you wish to proceed. Click Yes. Your data is imported. You can now click on the Case list to view your new imported cases.
NOTE: JRMS may ask you to save your JRMSLEADS.xls file in a specific folder. Please do so then restart step 3.


 
 

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