Tasks, contacts, and companies

Highlighted
Deleted
Not applicable

How do you remove tasks assigned to someone on outlook customer manager??

 

Also how do you delete contacts and companies on outlook customer manager?

 

Thanks

3 Replies
Highlighted

Hi Connor,

 

OCM stores contact as Outlook contacts, and you can delete contacts from Outlook People tab. For Companies, you can check the following screenshot.

 

 

 

ocm delete companies.png

 

For task assignment, you can direct delete task from Outlook Task tab.

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

 

Regards,

Johnny

 

Highlighted

Hi,

 

Is there a way to batch delete Companies from OCM?

 

For some reason I now have over 2000 entries of the same company when I access the companies tab?

 

Thanks, Sean 

 

Highlighted

Hi Sean,

 

You can refer to this thread to bulk delete companies.

https://techcommunity.microsoft.com/t5/Outlook-Customer-Manager/Outlook-Customer-Contacts-can-t-be-d...  

 

Regards,

Johnny