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How can we make Outlook Customer Manager better?

Link Multiple Contacts to Same Recurring Calendar Event Without Invite

Please provide the ability to link multiple contacts to same recurring calendar event without having to send an invite to each contact. Also, please add the ability to do this from within the Outlook Calendar window without having to go into OCM to create the link.

In general, linkage should be allowed to be made from within Outlook and not just within OCM.

Thanks! This program rocks.

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Reid shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

2 comments

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  • Anonymous commented  ·   ·  Flag as inappropriate

    Yes! We are a commercial contractor and have many many annual or quarterly services. I'd like to be able to see when we have been at a customer's facility, but I don't want to send them a meeting invite!

  • Steve Wierenga commented  ·   ·  Flag as inappropriate

    I would like the ability to create a meeting without sending the contact an email. This would be useful for logging a meeting that the contact does not need an calendar invite. It would also facilitate the process of logging a phone call the customer initiated, etc

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