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Alan easter

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  1. Automatically share the full time line of shared contacts.

    203 votes
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    Working on it  ·  22 comments  ·  Outlook Customer Manager » Customization  ·  Flag idea as inappropriate…  ·  Admin →
    Alan easter commented  · 

    A shared timeline is an essential, must have feature of any CRM, even simple cut down CRMs such as CM. The whole point in sharing a contact is so that a coleage can see my interactions with that Contact.

    The Contact Manager share feature is useless without sharing ALL contact information including the Timeline.

  2. Share Select Emails, Because Obviously Want Some Emails to be Private

    90 votes
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    31 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…  ·  Admin →
    Alan easter commented  · 

    A shared timeline is an essential, must have feature of any CRM, even simple cut down CRMs such as CM. The whole point in sharing a contact is so that a coleage can see my interactions with that Contact.

    The Contact Manager share feature is useless without sharing ALL contact information including the Timeline.

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