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- Getting Started
- Record Tabs
- Managing Duplicate Records
- Setting Up Grid Layouts
- Show and Hide Columns
- Key setup steps
- Additional setup steps
- Tips & Tricks
- Pinning Activities
- Bulk update
- Timeline
- Bulk uploading images
- Advanced Filters
- Automated Workflows
- System Admin in CRM
- Search, sort and report
- Calendar View
- Dashboard View
- Using Views
- Import troubleshooting
- List View
- Set up your customers in CRM
- Working with Activities in CRM
- Basic Navigation
- Using the Map View
- Using the Kanban View
- Configuring Dropdown Lists
- Creating New Records
- Open or Edit Existing Records
- View Details on Map Pins
- Syncing Your Accounting System
- Change the Column order
- Setting up your CSV file for Import
- Filter Map Records
- Company Information
- Sorting Records
- Export data
- Filtering Records
- Import Data from Excel or CSV
- Colourise Map Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- 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
- Reporting
- 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 – this opens the importer.
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 on the download link.
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.
