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Latest Comments
Hello, thank you for this well prepared instruction. I have a question: after having imported my contacts into OCM via a CSV-file, my contacts are not listed as "shared contacts". Is there a way to share all contacts currently listed as "business contacts" to my organization?
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@Brett Bernard This should not be happening. Sorry for that. I will send you a private message for troubleshooting. Thank you!
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@Arlen Donders : sorry for the late reply. You can view shared OCM contacts in your Contacts view on the module. When you select "All contacts", it will show shared and private contacts.
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@Frank Byl sorry for the inconveniences. Yes, we do have users where it works. That being sad, we do have issues, which we are fixing right now especially with sharing. Hope to have your issues fixed soon.
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I have added custom columns to my contacts but everytime I update a deal or a task the information in these columns disappears and I have to re-enter? Can you please advise.
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