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How can we make Outlook Customer Manager better?

I took extensive notes while on a phone call with a client. I couldn't find an easy way to print or even see all of my notes from that phon

Allow you to see all and print all of the notes taken during Timeline Phone call

54 votes
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  • MJ commented  ·   ·  Flag as inappropriate

    This is a huge issue. When you go back to review your notes there is no easy way to see them. You only get a small snippet. Huge oversight. We need to be able to easily see and search the information we enter into Customer Manager.

  • chad@mchaddayinsurance.com commented  ·   ·  Flag as inappropriate

    As of 09/06/2018 there seems to be a 512 character limit for each meeting or phone notes saved. After you exceed 512 characters the rest of your notes seem to be lost. :-(

    No character count warning or limitation. OCM allows you to continue typing forever, but only the first 512 characters get saved.

    Please expand or at least warn of character limit real-time within OCM. A print-view option would also be nice.

  • Tom commented  ·   ·  Flag as inappropriate

    I would like the ability to (optionally) share these notes with the team.

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