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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. Enable Outlook for Mac Customer Manager to have full functionality.

    Enable Outlook for Mac Customer Manager to have full functionality.

    214 votes
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      36 comments  ·  Problem/Bug  ·  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.

      118 votes
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        19 comments  ·  Problem/Bug  ·  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?

        7 votes
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          1 comment  ·  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.

          88 votes
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            8 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.

            60 votes
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              6 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

              6 votes
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                0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
              • 44 votes
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                  2 comments  ·  Problem/Bug  ·  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.

                  3 votes
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                    2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                  • I can not add a new Сontact to the Company.

                    I can not add a new Сontact to the Company.
                    Error:
                    We are still working on creating this company.
                    Please try again later.
                    And so for several days already. Previously, everything worked.

                    3 votes
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                      0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                    • Exporting business opportunities doesn't work (swedish version)

                      I would like to have an easy overview of opportunities, and just export selected opportunities. I get a message that Authorization is denied, but I have full rights.

                      7 votes
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                        0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                      • How can you link a company to a contact when importing a CSV if there are companies with the same name but different addresses.

                        How can OCM link contacts to Companies during import of CSV's when there are multiple companies with the same name, but different addresses? ie. J smith works with Contoso, based in London but there is also a Contoso, based in New York. Both companies are called Contosso, but I want to link J Smith (via CSV import) to the correct Company based in London. OCM should use more than the Company Name to automatically link contacts during import

                        3 votes
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                          0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                        • Company Create

                          Added company, Can't add contacts as keep getting error still trying to create company. Also when amending the company info the save button greyed out and reverts back.

                          1 vote
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                            0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                          • task date bug

                            impossible to change january to an other month when we create a task!!!

                            1 vote
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                              0 comments  ·  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.

                              41 votes
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                                9 comments  ·  Problem/Bug  ·  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.

                                47 votes
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                                  3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                • duplicates

                                  When loading business contacts (over 200) it has duplicated most of them. And to make matters worse you cannot delete more than one at a time. This has cost me hours and frustrated me to no end. I cant use this software because it is so bug filled I am scared that whatever I put into it may get lost or worse. Please fix ASAP.

                                  30 votes
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                                    3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Import contacts and/or companies in bulk

                                    There needs to be a way to easily import bulk companies and/or contacts into OCM. I know this is a problem but couldn't see it as a suggestion in the ideas list unbelievably!

                                    19 votes
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                                      1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                    • One should be able to filter the deals based on Owner. This will help in seeing deals specific to each sales guy

                                      When I try to choose a filter on deals based on Owner, the filter criteria does not allow to choose a name or type a name. The box comes as disabled.

                                      18 votes
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                                        1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Search/Magnifying Glass to do a global search

                                        When searching "All Contacts" it seems to only pull names, not companies as well. If I type in a company name, it should return all associated employees.

                                        11 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?

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