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Anonymous

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  1. 90 votes
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    31 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…  ·  Admin →
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    Anonymous commented  · 

    Currently when a contact, company or deal is shared with a group, that item's notes and files are able to be shared. Timeline information, however, such as call logs, posts, or emails are only visible to the individual user who inputs the data. The rest of the team cannot see a log of a call I made to a customer. In my organization, the ability for several users to see who has contacted a customer and what information was discussed would be incredibly useful. Sharing the timeline of all interactions from various team members with a client in my view should be a critical feature of this service.

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  2. 23 votes
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    1 comment  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 88 votes
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    9 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…  ·  Admin →
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  4. 31 votes
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    1 comment  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…  ·  Admin →
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  5. 126 votes
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    10 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…  ·  Admin →
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  6. 37 votes
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  7. 64 votes
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    7 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…  ·  Admin →
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