OCM extensibility

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MVP

Is it possible to extend OCM in any way? For instance, I would like to add custom attributes to OCM entities.

7 Replies
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Hi Juan,

 

If you mean adding more attributes for contacts, companies and deals, you can use “Add column”. Here is an example for adding a new column for OCM contacts.

1.png


Thanks,
Kanjie

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Thanks Kanjie!
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Hi Juan,

Be careful...I don't know if they solved the issue or not but when you export a list of Contacts, Companies, or Deals with custom fields they show up blank. I had to stop using OCM for this reason. Also when you filter by a certain custom field and then try to export the filtered results, Excel gives an error message.

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Thanks @Alexander Brasowski for your heads up @Kanjie Wang Wang any comments from your side?

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Hi Alexander,

 

Thanks for reporting the issues.
We are working on the fix about the 2 export issues you reported. After I get updates about the fix, I will post them in this thread.

 

Thanks for your understanding,
Kanjie

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Hi All ,

The issue that exporting a list of Contacts, Companies, or Deals with custom fields shows up blank has been fixed now, please check it.

 

And about the second issue of when you filter by a certain custom field and then try to export the filtered results, Excel gives an error message, we are still working on to fix. We will let you know the result once we got any updates.

 

Thanks,
Amanda

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Hi @Kanjie Wang Wang,

Is there a way to catch any event from OCM? like when saving a contact or changing a custom value? 

Is there a way to capture that using VBA?

Thanks