Forum Discussion
Include "Company Name" in "Customer Information" area of "New Booking"
I am an independent advisor responding to Microsoft Bookings questions.
1) Adding Customer Name field to as Service Form. At this time, you do not have this functionality. You have to create a custom field.
2) Yes, you can import contacts into Bookings via a CSV file. You can not import any custom fields. You could merge custom field data in the Note field as a workaround.
Default Customer Fields are:
Name
First Name
Middle Name
Last Name
Title
Suffix
Nickname
- Pronunciation first name
- Pronunciation last name
E-mail Address
E-mail 2 Address
E-mail 3 Address
Chat
- Chat
Phone
Home Phone
Business Phone
Business Phone 2
- Organization Main
Mobile Phone
- Home Fax
- Business Fax
- Callback Phone
- Other Phone
Work
Company
- Pronunciation Company name
- Department
- Office Location
- Other Address
Other Options - 1 entry per option
Web Page
Birthday
Anniversary
Notes - 1 multiple lines field
3) Suggestion: Microsoft is always evolving this app. Please add your requirement to Microsoft Feedback Hub.
If you find this information helpful, please mark it as the best response or like it, which will assist others with the same question.
/Teresa
#traccreations4e
Hi Teresa,
I see that the fields you mention in your list are not exactly the same as I found on other forum posts with the template of fields (e.g. https://answers.microsoft.com/en-us/msoffice/forum/all/microsoft-bookings-import-customer-with-custom/b909f891-dbee-4e31-8c1e-d9cc27f6566d)
You have extra fields like:
- Pronunciation first name
- Pronunciation last name
- Chat
- Organization Main
- Home Fax
- Business Fax
- Callback Phone
- Other Phone
- Pronunciation Company name
- Department
- Office Location
- Other Address (whereas in the other CSV templates it has 4 fields for Street, City, State, Postal, Country)
My Questions:
1. Is your list showing the exact name of all the fields it should have on the Excel file (and then save as CSV UTF-8)?
2. Where can I find that complete list in French?
My problem:
I have tried the standard template in French, but everytime when I import the file it gives message ; sorry we encountered a problem, the file format is incorrect. Check if the format has been exported in CSV Outlook.
Observations:
It first showed multiple lines with problems in the French accents: I replaced all them in the source file but it still gave problems when importing.
I found a post on mentioning a problem with double quotes and via Notes to replace them with blanks; but there are no double quotes in the file.
I am at a loss! Can you help me with my questions so that the import can be done successfully? I have a list of over 5000 records.
Thank you!
Esther