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Marcel Houps

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  1. Ability to set default value to YES for sharing contacts and deals

    247 votes
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    21 comments  ·  Outlook Customer Manager » Customization  ·  Flag idea as inappropriate…  ·  Admin →
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    Marcel Houps commented  · 

    I think the default should be on sharing and set by the admin when installed. to take this 1 step further: sharing option should be further specified with option of creating groups. We are small company and have sales, purchasing and us as directors. CM should give option to create groups. i.e my sales do not need to see contacts Directors or buyers put in. this should be in separate groups.

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