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How can we make Outlook Customer Manager better?

More field options when importing

There were a lot more field options on BCM when importing Contacts, Companies and Deals. One major setup I have in using OCM, is that I cannot associate a number of fields to my contacts. Most importantly: Company, Mobile Phone and Category.

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Christina Bilz shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

7 comments

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  • Brandon Berger commented  ·   ·  Flag as inappropriate

    As you select update a contact in outlook contacts it would be nice to have carryover of field such as department , profession , Office location , Job title , And a stretch but if possible any user-defined fields where they could actually be more accessible and useful as they get buried in standard outlet

  • Marius commented  ·   ·  Flag as inappropriate

    Not all the contact fields are made available when importing contacts -
    Phone numbers, company name, etc are not listed!

  • David H commented  ·   ·  Flag as inappropriate

    A checklist of what fields to import would be perfect and or the ability to map fields from the csv to OCM

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