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How can we make Outlook Customer Manager better?

Import contacts and/or companies in bulk

There needs to be a way to easily import bulk companies and/or contacts into OCM. I know this is a problem but couldn't see it as a suggestion in the ideas list unbelievably!

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Elaine Beney shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Anonymous commented  ·   ·  Flag as inappropriate

    You can import a csv file just like any other contacts list. Once on the customer manager page select contacts and you'll see a link for imports. Simply follow the steps there. Word of caution: make sure you map your input file correctly with the OCM fields. As of right now, there doesn't seem to be an easy bulk delete or reset for mistakes.

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