Bulk Updating Custom Fields

Update custom fields in bulk

Updating custom fields in bulk is easy with OnePageCRM. Quickly select the relevant contacts and decide whether to apply a contact-level or company-wide custom field. Bulk updating custom fields is ideal for tidying up data in your account. It also makes moving and segmenting your contact’s information much easier. A great use case is if you want to move from a tag to a more permanent custom field for something important like industry type. Benefits […]
feature updates

New updates and features roll out: Message from our product guy (and CEO)

Hello, A quick heads-up on some great features and updates coming to OnePageCRM this week. Our beta testers find the latest updates really speed up adding/editing contacts and companies. Thanks to your feedback we can constantly innovate, and we’re really excited about the future of our app. Note: If you’re an account administrator or the CRM champion in your company, please take some time to communicate the updates in your team. We’re holding a specialist […]
multi flag

Better visibility for “All” under Team Stream

A new multi flags will now display if multiple team members have an action(s) with a contact under the “All” filter on Team Stream. We will also display the Next Action text of the most recent action due so that all team members can see at a glance what’s important – simple. In addition, if team members have “Queued” Actions created for a contact, we will display the message “Actions exist for this contact” regardless […]
Google Contacts Sync OnePageCRM

Sync your Google Contacts with OnePageCRM

Keeping your contacts in sync between OnePageCRM and Google Contacts is simple thanks to our new integration with PieSync. Using this integration, your contacts will always be the exact same in both systems, so if you add or update a contact in one, it will automatically change in the other. Why set up a sync? Reduces ‘data errors’ and data entry which can be very time consuming Your sales team has access to up-to-date contact information Eliminates the need […]