Download Now

Updating contact records from Excel

Eva Gross
posted by Eva Gross on February 23, 2018
Find me on: Eva Gross on LinkedInEva Gross on Twitte

Photo credit: Eva Gross

There are many great new features and functionality in Maximizer CRM 2018 – for example, did you know that you can now update contact records from Excel – something that you couldn’t do in previous versions?

Just follow-these simple steps…

Create a column setup with Identification and Contact Number, plus any fields that you want to work with.

Use this column setup to export the records to Excel.

In Excel, do not change the Identification or Contact Number columns, but simply update, edit or add other data as necessary.

Import the Excel file using the “Identification” and “Contact Number” for the fields to match on. Select the other settings as required.

And there you go – easy does it! But as always, if you have any questions about Maximizer CRM 2018, just give us a bell on 01959 560410 or drop us an email sales@collierpickard.co.uk

  • Leave a Reply

    About Collier Pickard

    Collier Pickard has been trading since 2004. The core team, however, has been together for more than 20 years – which means we have a great deal of experience as an independent CRM consultancy.

    Head Office

    Collier Pickard Limited
    The Old Calf House
    Chevening Road
    Sundridge
    Kent
    TN14 6AB
    United Kingdom

    t: +44 (0)1959 560410