Jun 04 2017 09:14 AM
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 functionality?
Please advise.
Thanks
Jun 04 2017 11:31 AM
I'm not sure what you mean by that, maybe give us an example?
Jun 06 2017 01:25 AM
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.
Jun 06 2017 11:51 AM
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-c356-418...
Have you given it a try?