Process Duplication

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Occasional Contributor

Hi All,

 

New to this, and thinking that sticking with authentic 365 add-ins with a promise of being simple would be worth the wait, feeling a sense of familiar regret however.

 

Other than my other problem (just updated the latested outlook, see if that improves anything) however If I receive an email from a new contact, then decide to click on the CM icon, it opens a pane to the right. 

 

I now go about processing 'add as contact' populate the fields in order, when I get to company, it then asks me to creat a new company (at this point it usually hangs, but in this instance it does not) I enter said new contacts business name, then move on to poulate, telephone numbers etc, then down to business address, where I enter all the data, then down to the bottom where the slider is set to YES for business contact.

 

Here is my gripe, this is a Business Contact, however if I go back into the said contact, go to the company field and 'open company card' then 'view details' all the fields need to be populated, despite them being the same as the contact I have just entered?

 

Seems a very long winded way of doing this, surely a simple tick box next to the first form relevent fields 'add details to seperate company card' or similar would be the way to do it?

 

Further I'd like to know how I can remove any reference to 'home telephone' or 'home address' in the initial OCM form in the right hand pane please.

 

Thanks,

 

Gerry

2 Replies
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Further to the above the 'unable to save' 'hang' has returned having populated the company card details.

 

Oh Joy!

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Hi Gerry,

 

About your concern, we suggest you submit your feedback to our related team via the link below:
https://outlook.uservoice.com/forums/407082-outlook-customer-manager

Your efforts would make Outlook Customer Manager better.

 

Regards,

Rudy