03-31-2017 12:06 AM
03-31-2017 01:06 AM
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.
03-31-2017 11:36 AM
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.
03-31-2017 07:34 PM
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,
05-13-2017 09:26 AM - edited 05-16-2017 02:20 AM
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.