Product Suggestions
Customers would like to be able to update CRM records from a CSV like you can do with the products export & import. The way this could work is that they can export the data & then make their changes within the CSV, to then re-import this which would then update the CRM records. Unleashed has similar functionality & is much loved amongst their customers. This would prevent us from having to run lots of small scripts for customers.
Dan, thanks for the feedback. I'm not sure what the situation is with updating addresses but we'll discuss that in the next open product meeting and see what's what.
Doesn't work with addresses for some inexplicable reason.
This has now been implemented via the data importer. You can download any report of customers to excel, and then re-upload them.
This feature is available from any list of companies or contacts, via the 3-dots ("...") report menu and choosing "Update via Excel" from the menu.