Forum Discussion
Own extra fields for a shared adress list
I am looking for a way to provide checkboxes for a whole adress list. From what i do understand it is only possible to add extra fields to a single contact. Do i need a CRM for such functionalit...
I have a shared adress list where all customers are stored to which we send catalogs from various companies.
So it would be nice to have some checkboxes for the different companies.
Our sales team then only has the check the related checkboxes for filtering.
This looks like a good use case for the Outlook Customer Manager: https://support.office.com/en-us/article/Get-started-with-Outlook-Customer-Manager-48331ce0-c356-4186-8987-c86676520dc7?ui=en-US&rs=en-US&ad=US
Have you given it a try?