Making the Mindmanager as Outlook CRM

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  • Idea
  • Updated 7 years ago
"Ability to search a contact and display all the outlook calendar items, emails and tasks for that contact"
(from Anonymous)
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Posted 9 years ago

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John Lusty

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I think that would be a great idea. I'd like to hear more about how Mindmanager could handle more functions that typically require a CRM system like, Sage Act etc. Being able to link Outlook functions with a sales strategy managed in Mindjet would be very useful.
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Alex Gooding, Champion

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At the moment you can sort of do this using Outlook Query to search for tasks and appointments if you consistently include the contact name in the task/appointment subject line. You can then use the name in the Subject contains field in the query.

However you can't do this easily for emails. This could be rectified so easily - the Outlook Query could be set up so that when you chose to search an email folder it displayed options to search on the basis of "From", "To" etc as well as "Subject contains". It's annoying that you can sort by From and To, but not actually search on this basis.