Outlook Customer Manager sharing reminders with the team

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Does someone know how I share tasks, and reminders with individuals in my team? 

5 Replies
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Hello Candice,

 

Welcome to post here.

 

As per my knowledge, we can share the contact with others, in this way they can see the tasks. However, all of the members in that group will see this information. So it is not feasible to share the tasks, and reminders with individuals in your team. Given this situation, it is recommended you feedback it to our related team via the link below:

https://outlook.uservoice.com/forums/407082-outlook-customer-manager

Thanks for your effort and understanding.

 

Have a nice time.

 

Regards,

Rudy

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I am now able to enter tasks within OCM, however they are no longer accessible in OCM when I try to click complete, I cannot even access them within the company to modify, nor do they show up in my outlook, PLEASE SOMEONE HELP

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Hi Candice,
I've had a lot of trouble with this software. After some time, I decided to try a new option and migrated my data to Eway CRM. I recommend you to do the same, as OCM is unfortunately far from flawless.

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Thank you! It’s really too bad, Microsoft has great platforms, and this could be so beneficial to so many small businesses.
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we have Enterprise license and our users needed outlook custom manager. Please let me know how i can get that