04-16-2019 03:18 AM
04-16-2019 03:18 AM
We are 3 employees in a small company who wants to use outlook customer manager locally on our office 2016-installations.
We have the add in - and we can share contacts - but not the companies with the contacts on it.
I have a company 1 with contact 1 (at both objects we have marked the share-bar) - if my college looks at the contact - it has a warning triangle saying Not shared contact. (We've checked that we are both in the shared group; we have waited some minutes to se if it was just slow)
Any suggestions on how to fix this?
Another thing - We can not se each others notes, phone notes, calender appointments. So...
04-16-2019 01:00 PM
my experiences with customer manager have been frustrating and I stopped using it.
As you experienced, not all of the items are shared. The data entry process is poorly designed - just the right side of the page going down - not even a form view. You can add new column data, but they appear at the end of the list. You can not arrange the list view.
It seems that customer manager is not being improved. The more I used it, the more problems with no solutions I found. I no longer recommend it to my customers.
Honestly, my recommendation is to look at other products. There are many.
Perhaps take a look at eWay-crm (https://www.eway-crm.com/) I do not work for them nor do I sell their products. I just like what they offer. It integrates very well with Outlook, is easy to use and provides even more functions that customer manager. Oh, and it works.
They offer a free product which may work well for all of you.
04-16-2019 07:06 PM
Thanks for your posting here.
Generally, OCM allows you share contacts and companies with your colleagues. The detailed steps are:
For your reference: Outlook Customer Manager FAQ
Meanwhile, we suggest you feedback your requirements to our related team via the below link if the current feature doesn't meet your business.
We appreciate your efforts and time.