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How can we make Outlook Customer Manager better?

Company Tasks shown under contacts

When viewing the Contact info (Deals, Tasks, Timeline), show items that are assigned to the same company as the contact. Currently, only tasks specifically assigned to the contact are shown.

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Paul Schaeflein shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Blake Allison commented  ·   ·  Flag as inappropriate

    Similarly, I created a task for a Deal (under a Company), but the task does not show up in the Company view, only the Deal view. Almost seems like a bug.

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