When using outlook customer manager and adding in contacts businesses or deals the default value to share those is set to No. I want to be able to have that default value set to yes since we want to be able to share contacts and deals pretty much every time by default.

It is nessesary to have the Business contacts that are shared with all available in a seperated contact Folder under the normal inbox contacts or integrated in this. If not it is not posible to have the contacts on mobile phone to see who is caling me. Another thing is i want to open an email and type the name of an contact from ocm.

Last upgrade, we lost the sort feature on Deals lists as well as moving or changing the columns order. That was an excellent feature to follow deals.

I shared my files with two people of my company. They see the contact but not the companies. Offers appear from time to time

Allow you to see all and print all of the notes taken during Timeline Phone call
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Not sure why the "shared with" category is showing "Private" when all of my business contacts are shared. Can that be corrected?

In Australia we use the date format DD/MM/YY as standard.
It is very confusing to be using Outlook in the email or calendar module with our standard date format and then to switch to OCM and have to deal with the dates in a MM/DD/YY format.
It is essential that the date formats match across these modules.
Thank you.

You need to create a contact in Outlook desktop to trigger it to integrate with Outlook for Android. If you make a contact from the OCM workflow, it doesn't show up in OfA

There should be the capacity to select multiple contacts in the OCM interface in Outlook 2016, and then change certain settings on all selected contacts - but most importantly their shared status.

Often, smaller companies all share the contacts and deals they are working on. When someone joins the OCM and brings their contacts in, not being able to share them all, or a specific subset with one or few clicks, is a major barrier to getting on board with the software.

Each contact needs to have a job title - when you import contacts it lets you map to the field, but you can't see it anywhere.

Internet explorer is my default browser. Error received says "Sorry, an error has occurred during Export.

When you are making changes to contacts, companies, deal, etc the values should save automatically. As a user, we are getting to where we expect the values to be saved whenever we type something. Too often in OCM does creation or saving fail and if things saved automatically that would add to our piece of mind.

I like having a history of phone calls in the timeline. However it would be 100x more useful if you could see how long the conversation was. This would be very handy when invoicing customers for example.

When I import contacts to Customer Manager from the Outlook contacts list, "company" is not included. The field is blank in Customer Manager, even for contacts where company was input in the outlook contacts list or inbox. Company name is a key piece of info for a CRM tool to track, and Customer Manager should include it when provided. It should also update dynamically back and forth as changes are made in the Outlook customer list and/or Customer Manager.

I can't "Export" any lists: All I receive in the browser window is {"message":"Authorization has been denied for this request."}

I have outlook 2016 and two data files. The .pst file saved on c drive does not have OCM icon while other also saved on c drive but linked to 365 has. Need icon on both. How can I get OCM icon on Outlook data file that is not linked to 365 exchange but exists as a standalone e-mail data file in Outlook 2016.

Is Outlook Customer Manager still an active project, or is it being dropped?

I tried to add an existing company to a contact. Loading circle, noting happened. Company was created 20 times, i found out. Deleting the company or restarting Customer Manager did not fix the problem.