Add Job Title field in contacts
Each contact needs to have a job title - when you import contacts it lets you map to the field, but you can't see it anywhere.
I am still not sure if there are ways to add tags or labels to a particular contact or company either. I'm very new to Outlook Customer Manager, but the fact that I can't quickly import this info and then see it, or that I have to go into individual contact info to seek out and then update a job title isn't quick at all.
Let's say the company I work for has thousands of contacts, but wanted to see who attended a particular conference, or webinar, I use the tags in Highrise CRM to quickly find that out. Does Customer Manager let you do that? ATM, I haven't seen any compelling info that says yes.
Mobile / iOS version has however dedicated Job Title field built in already, but missing in Outlook OCM
Yes, this whole application does not seem to be well thought-out. For example, if you do not share a contact in OCM, it is shown as "Private" in OCM. But there is also a Private field in Outlook Contacts that is associated with the display of that contact when a contact folder is shared to another user. Not only is the similar nomenclature confusing, but OCM does not appear to respect Outlook's native Private flag setting. You can "OCM share" a contact already marked as Private ... counter-intuitive.
victor Melendez commented
IT makes absolutely no sense to not be able to see the contact's tittle. This is a HUGE miss on Microsoft's part, but one that i would think is very easy to fix?
Jackie Strachan commented
How do I add a custom field?
Tom Nelson commented
POSSIBLE SOLUTION: OCM allows for custom fields. I created one for Job Title (among other things) and it works. However, the custom fields appear at the bottom of the entry screen. Users need to be able to re-order the fields so data entry can flow efficiently.
Also need Department field!
The development team of this software need to understand what sales people need and update accordingly
Paul Sinfield commented
Completely agree - have just been looking to move over from my existing CRM but won't do it without this.
David Hogan commented
What is the point in having a business crm is we cannot know the title of the contacts we interact with. From a user perspective this is major issue.
Corey Roth commented
Contacts need a job title field. This was present in the mobile client but not in Outlook. This is absolutely needed.