OCM - Sharing tasks and notes

Occasional Visitor

Hi All,


I just started using OCM. I'm a sales manager working with salesreps.


When I create a contact and company and select the share feature, my salesrep are able to see these contacts and companies. If I create a task associated to a company, this does not share across the reps. only I can view in the <<Today Pane or task lists>> . I need my reps to be able to view and modify tasks so I can stay updated.


I've also noticed that notes are not sharing. The only thing that shares are files that I upload.


Can any body help me please?


Thank you


1 Reply

Hi Swavroch,


It is not feasible to share the Tasks associated companises. For the inconvenience caused to you, it is recommended that you submit feedback to Outlook Customer Manager team via https://outlook.uservoice.com/forums/407082-outlook-customer-manager. As you know, many products services and features have been designed based on customers' constructive ideas. Your understanding and effort are much appreciated.