Re: Import Contacts

Method_Inderdeep — Tue, 27 May 2014 15:51:59 GMT

Hi Wentsi,

Here's my answer. In order to import a list of contacts to the existing customers, You can check our blog (video tutorial) mentioned in link below as it guide you through how to import multiple contacts. in a very easy way.

http://method.me/cs/blogs/methodblog/archive/2014/03/27/importing-multiple-contacts-into-method-crm-tutorial-video.aspx

Moreover, you can also add contacts by simply going to the Customer Tab > Customer and ContactList Tablink> Select Customer > go to Conatcts Tab >Add contacts.

In this way you can add as many contacts as you want and you can give them Title as you need like deli manager and bakery manager.

In case you need more assistance feel free to post on our Forums.

-Inder

Import Contacts

Wentsi — Tue, 27 May 2014 13:48:36 GMT

How do you import a list of Contacts for each Customer? When I try to export a table, I don't have the option of selecting contacts but only customer in which it only allows me to import/export the main and alt contact.

i.e. for each Customer, I want to add a contact for deli manager, bakery manager, etc.

Thanks!

Wentsi

Method:Classic General Q&A

Re: Import Contacts

Import Contacts