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

Allow for multiple groups of OCM data. useful for subdevisions or companies split into multiple organizational units.

Provide a Customer Lists feature, similar to the OWA People Contact Lists feature. Create a named Customer List that is available to everyone in the same team. Be able to assign a customer already in the Customer Manager to one or more Customer List. The customer should have the team access as the Customer List.

Allow users to enter custom header names for default column headers : (i.e. "Name", "Company", "Email Address", "Phone number", etc... )

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.

Allow change of responsible person for a deal.

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.

Enable Outlook for Mac Customer Manager to have full functionality.

I have found this message when I open the Customer Manager on my outlook. The program wont work. Someone have a clue about it?

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.

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

Make OCM available for android phones

The obvious feature missing from the OCM mobile app is to snap a photo of a business card and it gets stored as a contact in OCM.

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.

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.

My colleagues need to see the last time someone was in contact with our contacts and see the content of the communication. The sharing of time line information (mail, calls, notes etc) is essential for this product.

Android App for Outlook contacts manager

Improve search to include universal search using keywords through all fields

add a 'title' field to the contacts

We have a team called government and public policy that would like to use this feature to track communication with certain important contacts. Please make this feature available for our Enterprise E3 tenant.