SP CRM

#	Name	Address	Contact Person	Contact Number	Contact Email	Created At	Action
1	ABC Security	123 Main St, London	John Doe	+44 7700 123456	john.doe@abcsecurity.com	2024-01-10	View Details Edit Delete Generate Invoice View Logs
2	Global Security	456 Elm St, Manchester	Jane Smith	+44 7700 654321	jane.smith@globalsecurity.com	2024-02-15	View Details Edit Delete Generate Invoice View Logs
3	SecureTech Ltd	789 Oak Rd, Birmingham	Michael Brown	+44 7700 112233	michael.brown@securetech.com	2024-03-01	View Details Edit Delete Generate Invoice View Logs

Import Guidelines:

Row 1 and Column A should be left empty
Row 2 starting from Column B should contain headers
Data should start from Row 3, Column B onwards
Required: Company Name
Optional: Company Address, Contact Person, Contact Number, Email, Username, Password, Invoice Terms, Payment Terms, Department, VAT Registered, VAT Number, Pay Rate, PMVA Trained Officer, Is Active
If Username is provided, a user account will be created
If Username is provided but Password is not, default password "password123" will be used
Boolean fields accept: Yes/No, True/False, 1/0, Active/Inactive

Select Excel File

Download Template

Email *

Password * Default: password123 if left empty

Pay Rate

Commission (%)

Invoice Terms

Payment Terms

PMVA Trained Officer

VAT Registered?

User	Action	Description	Time
Super Admin	Created Employee	Employee 12345678 was added successfully.	2 hours ago
Admin User	Updated Employee	Employee 87654321 SIA expiry date updated.	5 hours ago
Manager	Deleted Employee	Employee 11223344 was removed from the system.	1 day ago