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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. Creating new document-folder for deal automatically

    Hi,
    I got a suggestion : When you want to copy or drag&drop existing documents to a new deal, this process is relatively complicated.
    Pleas implement a function that automatically creates this folder.

    Alternatively, maybe a good compromise.
    In Deal/Document there is a " + Button" where you can select
    Add Link
    or
    Add File

    There should be a third selection named
    Create Folder

    Currently copying existing files e.g. from an existing deal to a new deal within windows explorer is complicated.


    First you have to Add an existing file (I always use a 1 kB File that I delete…

    1 vote
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    • date of birth

      Contacts Date of Birth can't go back further 1970. Please put on list to rectify

      1 vote
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      • Change Owner

        Once a Deal is created, I would like the ability to change/assign ownership (like tasks)

        1 vote
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        • OCM requires IE to work: Make it more explicit.

          If IE is not present, OCM displays a message "your browser is not supported", but the support page indicates that Edge is supported. This is misleading. Ultimately, would be nice if Edge support OCM natively.

          1 vote
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          • 1 vote
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            • 1 vote
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              • Share Contact and Share Company should default to yes

                When creating a new contact or company, the Share Contact or Share Company setting should default to true. For small business, there is rarely a time where everyone doesn't see everything that is created.

                1 vote
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                • Timer and Journal

                  It would be fantastic if OCM integrated a timer and journal function for recording time on calls or in meetings etc. And a report roll up by day, week, customer, task etc.

                  1 vote
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                  • Please continue to post more blog entries on this. This could be a killer feature.

                    Please continue posting about this new feature. It could be a killer one.

                    1 vote
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                    • Outlook Customer Manager for Android

                      Make an Android version of OCM

                      6 votes
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                      • Enhance note taking

                        Enhance note taking
                        When you looking at email the OCM box comes up on the right of the screen and adding notes to as a post, meeting log or call log the note goes to the top of the list. As I get more emails the note goes further down the list and are hard to find easily . A deal is not well suited for taking notes either. You can add a field for notes but I seems to be one line only. A scrollable box would be nice. I know you have a notes field but I have…

                        2 votes
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                        • Add support for emails secured with s/mime.

                          Emails emails secured are not available in OCM. But I think this should be a essential security feature.

                          1 vote
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                          • Sending Mass Emails

                            Is it possible, or will it be possible to send mass emails from OCM?

                            Ideally having a function to create an advanced filter like BCM would be great.

                            This is a MUST for our company and many others I expect.

                            8 votes
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                            • Contacts and companies do not share.

                              In our organization, the contacts and companies do not share.

                              2 votes
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                              • Please Provide Documentation

                                I really, really want to like OCM but have had nothing but problems getting it working. If I could trust it, I'd be recommending it in a heartbeat to one of my clients, which would get them to subscribe to O365.

                                Shortcomings from the administration/setup point of view:

                                1) no real documentation to be found anywhere;
                                2) No information on scripting/custom imports.
                                3) No ability to import journals from older versions of Outlook.

                                As an admin, I need documentation. I hate having to open a support request because of general error messages. A FAQ is not sufficient.

                                3 votes
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                                • Provide an Import Funtion for Journal Items

                                  I'm working to get a client to upgrade to Office 2016 and to subscribe to Office 365. They've been using the Journal feature of previous versions of Outlook to track client activities and have created a number of custom columns to suit their business. It would be a deal clincher to be able to import that data.

                                  1 vote
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                                  • more viewing options for tasks. similar functionality that is in outlook tasks.

                                    More viewing options for tasks.

                                    Allow view filters including categories.

                                    1 vote
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                                    • Timeline Posts - New Window

                                      Allow timeline posts to be clickable when it is a post, call log, or meeting log. Open into a new window so the post is easily readable. When hovered over, it only shows a certain amount.

                                      1 vote
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                                      • Sort by last item in timeline

                                        Is there a way to sort contacts by last contact / timeline item? seems like this is important functionality currently missing.

                                        1 vote
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                                        • Make it more reliable.

                                          Many times it fails, or pops up that it is not available yet to me (even though I was using it earlier in the day). Also, make things autosave so you don't accidentially navigate away.

                                          6 votes
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