Following on from the last post, I've just added a new checkbox to the "View Contact History" screen that enables you to view the contact history for an entire company!

I am currently in negotiations with several companies. Each company has between 1 and 5 staff members who I need to interact with several times each month.  It becomes rather difficult to keep track of who I've sent which document to, when last I made contact with a certain company, etc.

But, with this new feature in Organize365, I can now view the contact history for any individual, or any group of individuals belonging to a single company!

The next part of this challenge is going to be to add a second checkbox enabling users to see any contact of any form (email / appointments / tasks) between anyone in their own organization and another company. This wouldn't be hard to add, except for the fact that Organize365 does not currently share email data. Watch this space..