OutlookUservoice_icon_outlook Outlook Feedback by UserVoice

brett.spector@runurfund.com

My feedback

  1. 90 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    31 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…  ·  Admin →
    brett.spector@runurfund.com supported this idea  · 
    An error occurred while saving the comment
    brett.spector@runurfund.com commented  · 

    This can be accomplished easily, says the guy who doesn't have to write the code, by changing the timeline workflow from "show everything from this client automatically" to instead requiring the user to proactively add a particular message to the timeline - depending on how deep you want to go, I would say offer a configurable option that asks "show all items for contact in timeline" or "show only items of this type I add to the time line:
    checkbox: messages
    checkbox: meetings

    Some people may only want to need to add messages and all meetings for a contact will show up.

  2. 28 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    5 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…  ·  Admin →
    brett.spector@runurfund.com supported this idea  · 
  3. 10 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Outlook Customer Manager » Customization  ·  Flag idea as inappropriate…  ·  Admin →
    brett.spector@runurfund.com shared this idea  · 
  4. 108 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Outlook Customer Manager » Customization  ·  Flag idea as inappropriate…  ·  Admin →
    brett.spector@runurfund.com shared this idea  · 
  5. 16 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    brett.spector@runurfund.com commented  · 

    Further to that, what I find helpful is if you rearrange the icons in "Navigation Options" so that the add in icon is always visible in your primary outlook window, then you can right click on it to "open in new window" - having your regular outlook interface in one window while having OCM open in a second window is very helpful. Sometimes you run into the second window "breaking" as I assume maybe this wasn't explicitly designed and there might be issues with refresh - but its not that big a deal - I simply close the second window an reopen it.

  6. 6 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Outlook Customer Manager » Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
    brett.spector@runurfund.com shared this idea  · 
  7. 12 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    brett.spector@runurfund.com commented  · 

    What I think you really want is the ability to link a contact to a company - as the implication is that is the employer-employee relationship. Then you need to create a new data type called "relationship" which you can link the contact to other companies AND contacts - because sometimes the relevant liknage is person to person without regard to the company.

  8. 610 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    34 comments  ·  Outlook Customer Manager » Tasks  ·  Flag idea as inappropriate…  ·  Admin →
    brett.spector@runurfund.com supported this idea  · 
  9. 6 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…  ·  Admin →
    brett.spector@runurfund.com supported this idea  · 

Feedback and Knowledge Base