The ability to use Outlook customer Manager on your phone is crucial in a mobile environment.

Improve search to include universal search using keywords through all fields

Rather than only having the option of choosing a contact's date of birth using your mouse and changing the month, days, and year on the calendar, please allow typing the date of birth in the month, day, year format.

I find typing the date of birth MUCH faster, especially when I'm entering many contacts into OCM at a time.

Please allow the ability to customize the names of major categories. For example: "Deal" to "Policy" and "Company" to "Account". This was OCM can be used for a broader variety of businesses. My business doesn't offer "deals", but I'm using that category to keep track of policy information.

There is no way to save a Company, Contact or Task. The Create, Save button is grayed out?

Please allow the creation of an optional UNIVERSAL Deal. A deal that can be linked to more than one contact or company.

For example: I have 100 Contacts and/or Companies that all use the EXACT same deal. Rather than having to re-create that same deal 100 times, allow it to be linked to be a universal or shared deal.

Allow change of responsible person for a deal.

When I enter certain valid e-mail addresses under Contacts and hit the SAVE button, OCM instantly converts the e-mail address into a very long string of gibberish.

One of my own personal @Yahoo.com e-mail addresses consistently does this and will not save with my correct e-mail address. :-(

Please fix and feel free to reach out to me if you need a screenshot or additional info.

Please make searching OCM Contact phone #'s easier and consistent. If my business misses a phone call and wants to look that number up in our OCM Contacts OCM won't display all phone numbers. Right now I can search for my own cell # that I have under a Contact and it doesn't come up.

Please create a SETTINGS page for OCM and allow customization, such as disabling the "Focused" feature. Similar to how "Focused inboxes" can be disabled in Outlook.

Focused isn't a useful feature for my business. It's actually distracting.

Include the outgoing and incoming emails for a contact in the contact level OCM record. At present only the incoming emails are included in the contact record - you have to go to the company record to see connected outgoing emails. Of course a company record could have many contact associated with it, so having outgoing emails only in this view makes little sense to me.

Within OCM - be able to permit levels of permission for users. At the minute it is either private or public. Even better would be to have OCM within existing groups of office users, so therefore only certain users can see workflow for sales/projects etc.

When logged calls are edited, the exact time of the call is lost and you can only choose from 30 minute intervals. The time defaults to 12 AM and the exact time of call is lost.

Enable Outlook for Mac Customer Manager to have full functionality.

I would like to have an easy overview of opportunities, and just export selected opportunities. I get a message that Authorization is denied, but I have full rights.

When a contact is shared have thier timeline call log, notes etc appear for everyone to see. If my assistant takes a phone call and makes a note I would like to see that in the timeline when I review that contact. Thanks.

Customer Manager was lost in our upgrade to E3. We would like it back please! Thank you.

Android App for Outlook contacts manager

add a 'title' field to the contacts