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How can we make Outlook Customer Manager better?

Create a link back from a created task to the associated contact

I can create a task in Customer Manager, with a due date, and the task appears with no problem in the task list. If I view the customer or the task list in the Customer Manager, I can see the associated task. However, when I open the task from the Outlook's Tasks, in the navigation panel, there is no way find out which contact it is linked to.

I currently use the "Daily Task List" in the Calendar view. Currently, tasks created from the customer manager appear here, but it is impossible to find out who they are associated with without going back to the customer manager, which is a bit clumsy.

It would be good if this can be rectified.

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

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