Mass delete of Companies and other bulk data - Data Reset or Clean Sweep Option
Mass Delete of Companies and other bulk data - Reset Option. I've been working with OCM for about a week and believed I was ready to import 2100 companies from another CRM. Unfortunately, I did not get the new list columns right and need to clear all current companies but there's no option I'm aware of to do so.
Desiderio Pina MD commented
OMG - this has been going on and posted in places like this FOR THIS LONG AND NOTHING?
I'm having this same issue. I tried importing a test - only 45 contacts and mapped every field perfectly. I even changed my headers in my CSV file to match fields in OCM.
I received an error message stating missing info in those 45 fields: first name and last name. No matter how perfectly it was matched.
Imported to find 90 new contacts.
Trying to delete using the supposed "Mass Delete" method but can only checkmark 1 person at a time. If i try to do more than one person, the check mark just simply moves to the other person.
This is brutal. I've spent much too long just TRYING to figure this out and extremely inefficient with my time. Losing money, not making it.
i need this too
Ive waited for weeks for MS support to say I cant mass delete... They sent me around the houses deleting cashes etc multiple times...…..Its a joke.
I've been tracking this issue for some time because, tlike the others here, I need a simple CRM to manage my client base. I don't need all of the features or flexability but I do consider I do consider the ability to delete all the data to be a necessary core feature of ANY program that holds mass data. Otherwise, it may look like its a bait and switch to Dynamics...which it total overkill for my needs. Personally, I don't think they should have released the software without the ability to remove the data that's been to entered by users, other than one contact at a time. As a result, I'm sure we all lost a lot of valuable time learning, testing and populatung the program. There are always companies who will use these kind of tactics, I've just not experienced it with MS.
Tony Sherman commented
I have 13,813 duplicates of one business that I do not even have in my contacts any longer. I have tried to delete everyway possible but still showing.
need this too!!
Need this too
Ryan Conklin commented
You'd think this would be a core feature that would be released with the product.
need this too...
I need this too.
K. Ritschel commented
need this too...