![]() ![]() You can find the list of all companies you created by going to the Outlook's add-ins view.Ĭlick on Companies tab to view your business contacts. For example, after adding Dorena to Contoso, the Contoso timeline now includes communication history with both Alex and Dorena. The timeline shows communication history from all contacts linked with the company. Type a name to search for an existing business contact or to create a new one. Click + next to the contact to add more business contact. Clicking on Contoso navigates you to the Contoso company view. When you return to Alex's view, you will see that Alex is now linked to Contoso. The ( Contoso) company was created as soon as you click create - if you click cancel on the contact details view, it will not delete Contoso company record but only remove the link between Alex Darrow and Contoso.The button allows to save the link between the contact ( Alex Darrow) and the newly created company ( Contoso) Save/ cancel button appears at the bottom of the contact details pane. Refer to Search company from BING for more information about this feature. Clicking the option will search the company name from BING and when selecting the result, the new company is created with publicly availabile information such as address, website and company description. Recently, we added a new feature to make it even easier for you to create a company from BING. Otherwise, you can select create a new company - to create a new one. OCM checks if the company already exists and provide a suggestions for you. On the Company field, type the name of the company. To edit a business contact, open the OCM pane and click on View Details. You can create a new company when you are editing a business contact. You can then manage relationship with the company, instead of managing separate relationship with each individuals in the company. Outlook Customer Manager (OCM) supports creation of companies and linking business contacts to a company. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |