Outlook Customer Manager - Complete Reset, Bulk Delete, or New Import Replace or Older Imports

%3CLINGO-SUB%20id%3D%22lingo-sub-118959%22%20slang%3D%22en-US%22%3EOutlook%20Customer%20Manager%20-%20Complete%20Reset%2C%20Bulk%20Delete%2C%20or%20New%20Import%20Replace%20or%20Older%20Imports%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-118959%22%20slang%3D%22en-US%22%3E%3CP%3E%3CEM%3EI%20have%20now%20had%20a%20chance%20to%20understand%20the%20optimal%20set%20up%20for%20my%20data%20and%20now%20would%20like%20to%20start%20with%20a%20clean%20database.%20At%20the%20moment%20the%20only%20way%20to%20do%20this%20is%20to%20individually%20delete%20each%20item%2C%20which%20is%20impractical.%20Do%20we%20know%20if%20there%20is%20going%20to%20be%20a%20way%20for%20the%20administrator%20to%20delete%20more%20than%20one%20company%2C%20contact%2C%20or%20deal%20at%20a%20time.%20I%20have%20over%2010%2C000%20contacts%202000%2B%20companies%2C%20and%20300%2B%20deals.%20Please%20advise%20on%20the%20best%20way%20to%20do%20this%20and%20get%20a%20fresh%20database%20to%20implement.%3C%2FEM%3E%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3E%3CEM%3EChris%3C%2FEM%3E%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3E%3CEM%3EChris%20Fergeson%3C%2FEM%3E%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3E%3CA%20href%3D%22mailto%3Achris.fergeson%40signaltwoway.com%22%20target%3D%22_blank%22%20rel%3D%22nofollow%20noopener%20noreferrer%20noopener%20noreferrer%22%3E%3CEM%3Echris.fergeson%40signaltwoway.com%3C%2FEM%3E%3C%2FA%3E%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-118959%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3ECRM%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EOffice%20365%20Business%20Premium%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EOutlook%20Customer%20Manager%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3ESMB%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E%3CLINGO-SUB%20id%3D%22lingo-sub-119259%22%20slang%3D%22en-US%22%3ERe%3A%20Outlook%20Customer%20Manager%20-%20Complete%20Reset%2C%20Bulk%20Delete%2C%20or%20New%20Import%20Replace%20or%20Older%20Imports%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-119259%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F70644%22%20target%3D%22_blank%22%3E%40Chris%20Fergeson%3C%2FA%3E%26nbsp%3B--%20please%20contact%20office%20support%20for%20assistance%20on%20how%20to%20bulk%20delete%20company%20and%20deals%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-118971%22%20slang%3D%22en-US%22%3ERe%3A%20Outlook%20Customer%20Manager%20-%20Complete%20Reset%2C%20Bulk%20Delete%2C%20or%20New%20Import%20Replace%20or%20Older%20Imports%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-118971%22%20slang%3D%22en-US%22%3E%3CP%3EHi%20Chris%2C%3C%2FP%3E%0A%3CP%3E%26nbsp%3B%3C%2FP%3E%0A%3CP%3EOCM%20stores%20contact%20as%20Outlook%20contacts%20%E2%80%93%20and%20you%20can%20delete%20contacts%20from%20Outlook%20People%20tab%3A%3C%2FP%3E%0A%3CP%3E%3CSPAN%20class%3D%22lia-inline-image-display-wrapper%20lia-image-align-inline%22%20style%3D%22width%3A%20234px%3B%22%3E%3CIMG%20src%3D%22https%3A%2F%2Fgxcuf89792.i.lithium.com%2Ft5%2Fimage%2Fserverpage%2Fimage-id%2F22551i289DC0B74BFB62EB%2Fimage-size%2Flarge%3Fv%3D1.0%26amp%3Bpx%3D999%22%20alt%3D%221.jpg%22%20title%3D%221.jpg%22%20%2F%3E%3C%2FSPAN%3E%26nbsp%3B%3C%2FP%3E%0A%3CP%3EYou%20can%20filter%20and%20select%20multiple%20contacts%20then%20right%20click%20to%20delete%20all%20selected%20contacts.%3C%2FP%3E%0A%3CP%3ENote%20that%20after%20you%20delete%20the%20contacts%2C%20it%20may%20be%20a%20while%20before%20the%20contacts%20disappear%20from%20OCM%20contact%20list.%20To%20force%20update%20the%20contact%2C%20clear%20IE%20cache%20and%20restart%20Outlook.%3C%2FP%3E%0A%3CP%3E%26nbsp%3B%3C%2FP%3E%0A%3CP%3EAlso%2C%20please%20refer%20to%20this%20thread%20to%20clean%20up%20company%20files%3A%20%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2FOutlook-Customer-Manager%2FOutlook-Customer-Contacts-can-t-be-deleted-and-keep-on-loading%2Fm-p%2F70898%23M772%22%20target%3D%22_blank%22%3Ehttps%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2FOutlook-Customer-Manager%2FOutlook-Customer-Contacts-can-t-be-deleted-and-keep-on-loading%2Fm-p%2F70898%23M772%3C%2FA%3E%3C%2FP%3E%0A%3CP%3E%26nbsp%3B%3C%2FP%3E%0A%3CP%3ERegards%2C%3C%2FP%3E%0A%3CP%3EBarry%3C%2FP%3E%3C%2FLINGO-BODY%3E
Highlighted
Occasional Contributor

I have now had a chance to understand the optimal set up for my data and now would like to start with a clean database. At the moment the only way to do this is to individually delete each item, which is impractical. Do we know if there is going to be a way for the administrator to delete more than one company, contact, or deal at a time. I have over 10,000 contacts 2000+ companies, and 300+ deals. Please advise on the best way to do this and get a fresh database to implement.

 

Chris

 

Chris Fergeson

 

chris.fergeson@signaltwoway.com

 

 

2 Replies
Highlighted

Hi Chris,

 

OCM stores contact as Outlook contacts – and you can delete contacts from Outlook People tab:

1.jpg 

You can filter and select multiple contacts then right click to delete all selected contacts.

Note that after you delete the contacts, it may be a while before the contacts disappear from OCM contact list. To force update the contact, clear IE cache and restart Outlook.

 

Also, please refer to this thread to clean up company files: https://techcommunity.microsoft.com/t5/Outlook-Customer-Manager/Outlook-Customer-Contacts-can-t-be-d...

 

Regards,

Barry

Highlighted

@Chris Fergeson -- please contact office support for assistance on how to bulk delete company and deals