Sharing of timeline information
When a contact is shared have thier timeline call log, notes etc appear for everyone to see. If my assistant takes a phone call and makes a note I would like to see that in the timeline when I review that contact. Thanks.
Cory
shared this idea
19 comments
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Anonymous
commented
I do not understand why there is even a "Share" option in OCM when it clearly does not work. It has not worked in over a year. You would think that this most basic of components would have been available from day one. I've read endless blogs with IT techs BEGGING to get this component fixed/working. The fact that MS has documented the feature without having it ACTUALLY work is not only misleading, it borders on criminal. You advertised a feature that would have IT personnel choose an O365 plan that does not deliver. Someone should look at litigation as an option.
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Yacova Mimer
commented
I purchased the Business subscription so that my firm could utilize the OCM feature. After numerous hours of troubleshooting with the O365 support team, it's been determined that there is no available fix to the sync issues between users. This was the main reason I chose O365!
VERY DISPLEASED!!
I hope this is addressed ASAP.
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Paige Wilson
commented
This is an essential function for the application to work as intended.
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Anonymous
commented
I agree - much needed.
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Anonymous
commented
Please sharing function
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Anonymous
commented
Mirror all the below we need the sharing option ASAP
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Anonymous
commented
As must as I wanted to use this in our office, the inability to see the timeline to update other users of client conversations/updates prevented us from using this. It would of been great since we could have used Microsoft Connections as well all to have this in one ecosystem. If this ability to provided, we will then switch from Agile CRM who currently provides this ability, 5000 free email (like Microsoft Connections), and is free for up to 5000 contacts.
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john
commented
It is useless without being able to see everyones timeline and emails. I can search my own mailbox to find a timeline if thats all this can do.
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Doug McGregor
commented
A central repository of all Timeline activities associated with a company is required and must be viewable by everyone. This would include activities related to contacts and deals.
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Stephan
commented
Please add this feature, is an absolute need for all organisations!
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Shane
commented
It appears that Outlook Customer Manager (as of 5/29/18) does not share the timeline call log, notes etc. for everyone to see. Cannot edit, add and update emails.
• We need this. -
Chris
commented
I totally agree. I spent hours trying to figure out how to share the timeline and the thought never even occured to me that a CRM in 2018 wouldn't have this feature. What is really annoying is the amount of posts about this and nobody from Microsoft has responded... WE NEED THIS FEATURE ADDING ASAP!
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Kelly
commented
need to do more than share, need to be able edit, add and up to date emails.
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Ryan Caldwell
commented
Sharing the timeline is such a basic necessity for teams I can't believe it is not already set up that way by Microsoft....
This will be a big push back issue for staff on our team... not sure if we will convert over to it unless this is somehow able to be enabled.... -
StefC
commented
This is a necessary component of any CRM. I need to be able to see all communication between my teammates and each client.
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Steve Dunnigan
commented
I used to use BCM and the ability to see everyone's email communications with a customer was fantastic. I really think OCM needs this functionality as well.
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Heather C
commented
Is this being worked on???
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Peter McClintock
commented
I think this is absolutely essential if OCM is to be useful.
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Taylor Gallagher
commented
Yes I agree! Please do this, this would be a HUGE benefit!!