05-16-2017 02:49 AM
05-16-2017 02:49 AM
It seems that the Timeline is not shared by the OCM.
If a team member can not see the history (with details) of a client, then how can he help him?
If the OCM is just a tool to share contact informations, then it does not bring much.
We already had the possibility to create a shared contact folder ...
But maybe I did not set up OCM correctly?
Thank your for your retunrs.
05-16-2017 05:16 AM
Thanks for sharing the impressive idea. And I also believe that it will be great to add the ability to share the timeline information in OCM.
Since OCM is a new feature, I suggest you submit feedback via the link below:
Providing your feedback is the best way to perfect our products and services.
Thanks for your understanding.
05-16-2017 01:44 PMSolution
I agree, sharing timelines is a great idea in fact according to the Microsoft OCM Introduction in November, 2016 (see below) OCM was supposed to do that already. See bold text below. I've been so focused on customizing deal phases that I missed the fact OCM wasn't providing a timeline.
So I agree with Emeric, it is kind of worthless until this feature is included.
"Introducing Outlook Customer Manager—relationships made easy for small businesses
by Outlook Team, on November 14, 2016 ....
Get everyone on the same page
At a small business, everyone pitches in for customers. But when several team members talk to a customer, it can quickly get complicated to keep track of all the communication. With Outlook Customer Manager, you can choose to share customer information with your team so everyone is on the same page.
This means the next time an employee is out sick, other team members can answer a call from their customers with all the needed information at their fingertips—from notes from recent customer calls to upcoming meeting dates, and from deal stage information to the name of that customer’s dog"
06-28-2017 09:51 AM
06-29-2017 01:56 AM
Thanks for interesting and letting us know your experience. You can submit your feedback via the link above. Providing your feedback is the best way to perfect our products and services.
Your understanding and time would be highly apprecited.
by Markus Funk on January 09, 2019
by Welly Lee on May 08, 2017