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Questions regarding Timeline in OCM

Dani Mannes
New Contributor

‎05-06-2018 02:59 AM

‎05-06-2018 02:59 AM

Questions regarding Timeline in OCM

Currently we use outlook 2007 and journal entries to manage our customer interaction. Office 2016 premium offers with OCM limited capabilities. I have some questions:

  1. Is it possible to import outlook 2007 journals into the timeline of contacts?
  2. Is it possible to delete timeline entries such as mails and tasks that where created automatically
  3. Is it possible to configure OCM so that mails are not automatically added to the timeline but are added only if one asks to add them?
  4. When creating a task for an OCM contact, the task is added to the personal task folder that others can not access. Is it possible to prevent that tasks are added to the timeline?
  5. When creating a Post, meeting log, call log to the time line, is it possible to add a hyperlink to an existing document?
  6. When creating a post... is it possible to have the post to be related to several contacts? 
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Leo Zhao

‎05-07-2018 12:42 AM

‎05-07-2018 12:42 AM

Re: Questions regarding Timeline in OCM

Hello Dani,

 

Thanks for choosing Outlook Customer Manager.

 

About importing journals in Outlook 2007 to Outlook Customer Manager, it’s not feasible to do that. Journal feature doesn’t exist in Outlook Customer Manager. If you want this feature, we recommend that you vote for the feedback via this link:

https://outlook.uservoice.com/forums/407082-outlook-customer-manager/suggestions/18503959-timer-and-...

 

About the Timeline entries, do you mean the emails communication with the contacts? If yes, based on my experience, it’s not feasible to delete it. Also, it’s an expected behavior that it will automatically appears in Outlook Custom Manager once you receive an email from this contact.

 

About adding tasks, may I know how you add the tasks? When you open the Outlook Customer Manager in the Outlook client, Select New task in the main interface and you will be able to add a new task. The task will automatically add to the Task list and everyone will be able to see the task.

 

Saying Post, you can add the hyperlink to the Post and it will show in the contact details. Meanwhile, since we need to add a post to a specific contact, it’s not feasible to add the post to multiple users. You need to manually add them one by one.

 

Regards,

Leo

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