I also am a google apps user. What you are probably missing is how s360 manages company and contact information. When importing from google S360 will make a Company under whom all contacts related to that company can be found. They suggest you put the office number under the company and only link direct contact info to each contact. When you open a contact you will see that they are linked to a company account. It will be highlighted in blue. Also another little thing when you select contact view please note that you view contacts seperately from companies. This can be changed on the top menu by selecting (show all contacts or show all companies). It is a bit of a learning curve but a much better and faster way to manage contacts and companies in my experience.

Thanks for the fast response.

For a few of my contacts they are shown as being linked to a company - however the majority have the company name blank. Am I expected to manually add the company name to those contacts so they are linked to each company?

Another issue I may have is that many of our “prospects” are businesses with the same trading name, in our case pubs. For example we have multiple, Red Lions, White Lions, The Crown etc etc.

Whilst these share the same name they are in no way linked. How would Solve deal with this?

Also I have noticed that email addresses appear not to have been imported also.

Name and phone numbers have been imported but not email addresses.

This is where the tags or customised fields are very powerful. If you take a look at the show company by tag it will give you the option to automatically select 1 or many from tags that you create and then show those companies. The big lesson I had to learn was to get all my contact data into s360 then use s360 to manage my google contacts. It is much much better. Example when you add a tag to a contact or multiple tages s360 will automatically create a group in google contacts with that tag name and add the user. I have a similar situation to you in regards pub names. I resolved this by doing something like this.

Red Lions london
Red Lions manchester
Red Lions glasgow
Red Lions HQ

once you do this it is very easy to link a contact to each or all of the companies. EG the area director of purchasing can be linked on each company but only the contacts in specific pubs are linked when you select them. I would suggest possibly putting a tag on the company for regions so you can for example create an email that uses the following info…email all managers in red lions greater london area. This is where the power of s360 is really useful and productive.

if you are having a problem with email data not coming in I suggest you open a support ticket. They will be able to help you more than the users here on the forum as most of us are just users like you. They have excellent response times. Dont forget to report back.

Thanks for that, I will open a support ticket as you suggest.

I have spent far too much time recently looking at CRM options and am still hopeful Solve could be our solution as it has so many positives such as Google Contacts sync and Project blogs that I believe would benefit my business….........

I also believe seeing as you are a new user that you have to spend a little time working with s360 to learn it approach. It is highly customisable rather than having a strict regime. It moulds to your business rather than telling you how to work. It wipes the floor with google contacts for contact management. if you are currently using the notes section of google contacts you will find that the notes features etc of 360 is in a different league. It will take you a while to get a system in place. i too have spent a lot of time wasted looking for the right CRM and have settled on s360. It is not the perfect solution but they work REAL hard and listen to their users. A good read of their forums will show you that. What I found after I started with s360 was that I needed to think about how my contacts and companies should be structured. Once I settled on a system of custom fields and tags I got what I needed. I then set about the huge task of going through the mess that was my 1000 contacts in google. You have 10k to worry about which is a lot more than my company but having the right system is key. If you are using groups in google contacts I suggest you export those groups to a google csv file. Then import it into s360. s360 will auto tag the import as imported [insert date] as a tag. You can then select all under that tag and then apply a tag name that equals the group in google. s360 will ask you which columns should by synced with s360 eg mobile = cellular

Hope it all works out for you…

Another thing to consider is that is now early morning in Canada…timezones oftern determine the speed of response.

Greetings,  Coffee anyone?

The company name does sync between the systems (just reconfirmed in case something popped up).  Google Notes field also sync to Solve’s background field.  The first thing I would check is if there have been any changes made to the field configurations i.e. the sync will expect the standard set of fields and target them.

Solve generally expects company and contact names to be unique (if a computer application can’t tell them apart neither can most users).  Adding something to the name helps / resolves it.

Coincidentally there is a limit of 10,000 contacts that can be synced between the systems.  The first sync could take some time (it’s special).  Currently you can specify which contacts are synced from Solve to Google.  In the next couple of weeks we are adding the ability to choose which Google Groups to sync to Solve.

I’ll reply with next step options in your support request.

Thanks for the speedy response.

I have not made any changes to the default settings. I simply signed up for the trial, enabled contact syncing with my Google Apps account and logged into Solve to see the results. The majority of Company names and email addresses are still not showing in Solve although they are still there in my Google Apps contacts (phew!).

The forthcoming Google Contacts Groups sync sounds good. Currently all our company contacts are sorted into groups and ideally we would like to maintain the same structure so the tags in Solve correspond with the groups in Google Contacts. If I set up the sync now I would like the Groups to become tags. Is this possible?

Just spent a little more time comparing contacts in Google and contacts in Solve.

I suspect the issue may be that many of my Google Apps contacts have their email addresses as just Email as opposed to “work email” - they all migrated from Outlook. I have just noticed a contact in Solve whose email has synced and in Google contacts the email is “Work”.

Still no closer to solving the lack of company name sync.