OutlookUservoice_icon_outlook Outlook Feedback by UserVoice

How can we make Outlook Customer Manager better?

Streamline the file upload

Uploading files to OCM gets the files stored in either the OCM Group (for Deals) or in the user's personal OneDrive (for Contacts and Companies). My suggestion is to streamline this.

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Magnus Fälth shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Reid commented  ·   ·  Flag as inappropriate

    Yes, the OCM folder tree in OneDrive could be improved to allow users to access, upload, or change files through OneDrive in addition to Outlook.

    An improvement that would be needed is the naming scheme of the OCM folder tree. Currently, the folder names do not correspond to the contact, company, and deal name thus making the folder tree difficult to use. Improving the naming scheme would make accessing OCM files through OneDrive an additional option.

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