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

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.

Enable Outlook for Mac Customer Manager to have full functionality.

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

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.

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.

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.

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.

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

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

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.

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.

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.

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.

add a 'title' field to the contacts

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.

Mass Delete of Companies and other bulk data - Reset Option. I've been working with OCM for about a week and believed I was ready to import 2100 companies from another CRM. Unfortunately, I did not get the new list columns right and need to clear all current companies but there's no option I'm aware of to do so.

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.

Need reporting