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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. 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.

    31 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.

      10 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.

        20 votes
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          0 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.

          139 votes
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            Working on it  ·  19 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.

            201 votes
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              16 comments  ·  Customization  ·  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.

              129 votes
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                4 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
              • Contacts

                add a 'title' field to the contacts

                17 votes
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                  1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                • Add Job Title field in contacts

                  Each contact needs to have a job title - when you import contacts it lets you map to the field, but you can't see it anywhere.

                  106 votes
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                    10 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                  • Integrate Contacts with Outlook for Android

                    You need to create a contact in Outlook desktop to trigger it to integrate with Outlook for Android. If you make a contact from the OCM workflow, it doesn't show up in OfA

                    85 votes
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                      1 comment  ·  Customization  ·  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.

                      6 votes
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                        0 comments  ·  Customization  ·  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.

                        24 votes
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                          5 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                        • Please add a "Website" into contact

                          In the contact card, there is phone number, email address, and physical address, but not a place for a website. I always review a new customer's site before sending out an email and often look again when checking in current customers to see whats new.

                          4 votes
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                            1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                          • Allow files attached to emails the ability to be dragged to the files tab in a contact or deal or company

                            Whenever you wnat to save a file to a deal,contact or company, allow it to be dragged froom an email directly to the file tab.

                            3 votes
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                              0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                            • More than 25 new fields per object !

                              Actually it isn't possible to add more than 25 fields for a contact / a company or a deal.

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

                                is it possible to see email sent to a contact into contact manager?

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

                                  86 votes
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                                    10 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Develop Printable VIEWS that allow Paper files of "COMPANY" and "CONTACT" details section and the "notes" section from current interfaces!

                                    Develop a 1 page PRINTABLE view including all "Details" data and all "Notes" so that a paper file can be created for individual records - "CUSTOMER" or "CONTACT"! IE: A "snapshot page" similar to what could be printed from individual files in BCM!

                                    1 vote
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                                      0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Possible to use OCm with IMAP Account

                                      Is it possible soon, to add also IMAP Accounts in OCM? It's a Long time, since MS released the new OCM, but still no solution to add them?

                                      1 vote
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                                        0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                      • I would like to open OCM from a contact's page, by finding a contact (in people) and then clicking an icon to find all the linked actions

                                        Generally if I want to find out where I am upto regarding a particular contact I would go to that person's file (Contact page). But in OCM the OCM icon does not appear on the ribbon when in the contact page. this is crazy.
                                        If I want to know who I need to call next, I can go to tasks, and there is the task and there is the icon for OCM, but if I want to know what I need to do next for Joe Dole, the icon is not there.
                                        COntact management MUST be contact focused, NOT activity…

                                        9 votes
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                                          0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Create a filter option for timeline to separate event notes, phone calls, and emails.

                                          When you log an event note on the timeline, it is difficult to find when you want to review over time. The manager logs all emails, etc to the timeline and if you do not know the specific date you met with a customer, you have to scroll through the entire timeline just to look back on your notes. I am hoping you can develop a filter function under companies to differentiate events, calls, and emails.

                                          9 votes
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                                            0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
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