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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/

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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.

    340 votes
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    26 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  2. Multiple Groups (Subdevisions)

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

    56 votes
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    5 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  3. Customer lists

    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.

    22 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    88 votes
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    2 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow change of responsible person for a deal

    Allow change of responsible person for a deal.

    54 votes
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    1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow Editing of Column Headers

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

    12 votes
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    144 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Enable Outlook for Mac Customer Manager to have full functionality.

    Enable Outlook for Mac Customer Manager to have full functionality.

    329 votes
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    73 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  9. 2802-1548335182072

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

    8 votes
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    4 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    37 votes
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    2 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  11. Major bug in saving information.

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

    19 votes
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    3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  12. 54 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    172 votes
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    25 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    19 votes
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    37 votes
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    2 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    201 votes
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    Working on it  ·  22 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  17. Anmdroid App

    Android App for Outlook contacts manager

    165 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Contacts

    add a 'title' field to the contacts

    43 votes
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    4 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add support for Office 365 E3 and E5 tenants (as well as E1 and E2)

    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.

    2,453 votes
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    456 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    16 votes
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    1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
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