-
- Getting Started
- Using the Kanban View
- Search, sort and report
- System Admin in CRM
- Automated Workflows
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Managing Duplicate Records
- Creating New Records
- Basic Navigation
- Configuring Dropdown Lists
- Open or Edit Existing Records
- Setting up your CSV file for Import
- Syncing Your Accounting System
- View Details on Map Pins
- Change the Column order
- Filter Map Records
- Company Information
- Sorting Records
- Filtering Records
- Import Data from Excel or CSV
- Export data
- Colourise Map Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Bulk uploading images
Images can be uploaded in bulk to Companies, Contacts and Products.
This is done by clicking on the Excel icon in the top right hand corner of CRM and then choosing the Bulk Image Importer option.
To import images in bulk:
1. Make a CSV file with the Part Number (for Products) and image File Name in it. You can download a sample import file by clicking here.
Note that if you are importing images into Companies, use the Company Name and if you are importing into Contacts, use the Full Name.
2. Make a file with all the images for upload in it.
3. Upload the CSV file to CRM first.
4. When the CSV has been uploaded – upload the file of images to CRM.
When the import has finished, a message will display.
You can now open up a Product record to see the image file.
