Outlook Customer Manager not sharing with other team members

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Hi 

 

I am looking to share contacts and notes with other team members using Outlook Customer Manager on the web. While it gives me the option to share the contact none of my team members are able to view. Can you advise how to fix this?

9 Replies
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Hi Admin,

First to share contacts in OCM , please open share contacts and save it, then the shared contact can be seen by every member in your OCM groups. See the screenshot below:OCM settings.png

Then to check it, you can check it under the Contacts in the Sidebar of Outlook Web App. Click the OCM group under Groups , the OCM members will see the shared contacts. Amanda zhang is my shared contats in OCM in the below screeshot:OCM contacts.PNG

Feel free to let me know if you need further assistance.

 

Thanks,

Amanda

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Hi Admin,

Do you need further assistance?

Thanks,
Amanda
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Hello,

I am having the same problem. My two users are in the OCM group, however we cannot see eachother's shared customers, deals, etc.

 

Has this been fixed?

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Same problem here. I can't see the contacts that my coworkers have shared

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I am also having this issue.  Share column on contact shows as Private

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Hi, we are able to share business contacts, but the Shared column always appear as "Private". We need to open the contact details in order to verify if it is shared. Any solution?
Thank you
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Amanda, was trying to follow your instructions, but did not succeed.

I'm using outlook application on my windows 10 machine.

Where do I go in order to create such a OCM group?

I see none of the screenshots you are sharing below in my UI.

 

thx,

 

m.

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Similar to others, Contacts, Deals and Companies that I have explicitly set to Shared are not visible by others in the OCM group. Additionally, when I access OCM via Outlook in my browser I cannot see Deals created in my Outlook desktop app

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Same problem here, nearly a year and a half later.... Is this getting fixed soon?