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Outlook Customer Manager

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Outlook Customer Manager, a new Office 365 service, helps small businesses track and grow their customer relationships right within Outlook. It gives a complete view of interactions with each business contact, helps track tasks and deals in progress, and surfaces timely reminders—all next to your inbox. Outlook Customer Manager will be available at no extra cost to Office 365 Business Premium subscribers – beginning with those in First Release program and continuing worldwide in the coming months. It is turned on by default allowing users to access it in one-click from the home tab in Outlook 2016 for Windows, and includes a mobile app. Learn more at – https://blogs.office.com/2016/11/14/introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses/

How can we make Outlook Customer Manager better?

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  1. Andoid ability to use Outlook Customer Manager

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

    74 votes
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      7 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow change of responsible person for a deal

      Allow change of responsible person for a deal.

      12 votes
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        0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow Customization or Renaming of things like "Company" to "Accounts".

        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.

        21 votes
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          0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
        • Multiple Groups (Subdevisions)

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

          2 votes
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            0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
          • Universal Deal

            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.

            13 votes
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              0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
            • Improve search to include universal search

              Improve search to include universal search using keywords through all fields

              9 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • Post Windows OS software compenant requirements for OCM to fulley function properly.

                Please post somewhere in OCM a list of Windows software requirements that are needed for OCM to fully function properly.

                I have 10 PC's with OCM on them. The Windows 7 Ultimate 64-bit PC's run OCM without issues. However, two of the PC's with Windows 10 Pro 64-bit will not load the Deals tab in OCM. They appear to be loading eternally even after being left on for 24+ hours.

                Example #1: If I'm using Windows 10 Pro and I uninstall certain software components that come with Windows like "Mail" or "Calendar", will this cause OCM to loose functionality?

                Example…

                7 votes
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                  4 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                • Major bug in saving information.

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

                  4 votes
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                    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                  • Enter a contact's date of birth by typing it mm/dd/year format rather than selecting it on the calendar with a mouse.

                    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.

                    6 votes
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                      1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                    • Allow Disabling of "Focused" feature in OCM

                      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.

                      4 votes
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                        0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                      • Certain Contact's VALID e-mail addresses are converted by OCM to gibberish. :-(

                        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.

                        2 votes
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                          2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                        • Missed Call Search

                          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.

                          1 vote
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                            0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                          • Please can you include outgoing emails in the contact record, at present the contact record only has incoming emails

                            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.

                            42 votes
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                            • 11 votes
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                                0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                              • Within OCM have levels of permissions for access rights.

                                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.

                                19 votes
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                                  5 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                • Scan business card from the mobile app

                                  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.

                                  4 votes
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                                    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Contacts

                                    add a 'title' field to the contacts

                                    10 votes
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                                      0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Keep exact time of Auto phone log after editing subject of phone call

                                      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.

                                      10 votes
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                                        0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Enable Outlook for Mac Customer Manager to have full functionality.

                                        Enable Outlook for Mac Customer Manager to have full functionality.

                                        202 votes
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                                          34 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Most of the time, data written in forms are not implemented when saved.

                                          When creating customer data is synced so slow that when saved, most of the details are not included. After editing, new data are either not synced or is synced but really it is not synced. In practice, this makes it difficult to work in Outlook, as the addon is most of the time just not implementing anything

                                          4 votes
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                                            0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
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