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Outlook Customer Manager

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/

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  1. We have upgraded to E3 and lost our Customer Manager! How can we get it back please?

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

    10 votes
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      3 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
    • Automatically share the full time line of shared contacts.

      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.

      23 votes
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        Working on it  ·  5 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
      • One contact with multiple deals isolate emails

        I have a contact that I work with on multiple deals, I would like to isolate each email based on its appropriate deal. I would also like to ensure that emails that are not related to any specific deal are not shown on any deal.

        7 votes
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          1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
        • Syncronize with local Outlook contacts

          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.

          42 votes
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            3 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
          • Ability to set default value to YES for sharing contacts and deals

            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.

            112 votes
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              13 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
            • Sharing of timeline information

              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.

              5 votes
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                0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
              • Sort and change columns order on deals list

                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.

                32 votes
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                  2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                • Allow multi-select of contacts and then allow setting all selected contacts to Shared status

                  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.

                  25 votes
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                    3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                  • How can I adress an task to my college inside the Customer Manager?

                    I like to address a task for one customer to my college but there is no field to address the tast to someone, What du I have to do?

                    12 votes
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                      1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                    • group sharing

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

                      24 votes
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                        1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                      • Sync Business Center contacts

                        The Business Center apps contacts tab has a field to show whether a contact is a customer or a lead - this information seems not to be available anywhere in OCM, which makes using Business Center with OCM pretty much pointless. Surely, the fields should be synced.

                        4 votes
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                          0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
                        • 24 votes
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                            0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                          • Duplicate contacts

                            We are getting duplicates of all contacts in OCM.

                            The extra contact seems to lack information regarding company or deals, but it is a hassle and creates confusion for the users.

                            8 votes
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                              2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                            • The contact export is not working.

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

                              7 votes
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                                0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add a possibility to update cache/sync OCM manually

                                We are currently trying out OCM to see if it can work for our company. One major issue that we have run into is the syncing behaviour. If one employee adds a new deal or changes anything it takes a long time for this to reflect upon what others see. A workaround is to manually clear the cache in internet settings, but this honestly seems like a bad workaround for something that should be built into the app itself.

                                Would it be possible to add a refresh button in the OCM interface?

                                Best Regards,
                                Oscar

                                8 votes
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                                  1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                • Mass delete of Companies and other bulk data - Data Reset or Clean Sweep Option

                                  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.

                                  2 votes
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                                    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                  • creation of companies and contacts

                                    I created a company and wanted to add a new contact. I got a message this was not possible because the application had to register the company.
                                    So I created the contact separately

                                    after an hour when I want to link the two entities, it is still not possible because the company must be recorded. Is it expected?

                                    2 votes
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                                      0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Work in progress?

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

                                      1 vote
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                                        5 comments  ·  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.

                                        3 votes
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                                          0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Wrong language in Import wizard

                                          Import wizard (Companies in this case) use wrong language in column mapping drop-down list. Tried several times. Most of the times I get Finnish language but sometimes I get German and a few times English (which I have in Office&Outlook&Windows)

                                          2 votes
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                                            1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
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