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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. 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 →
    • Allow change of responsible person for a deal

      Allow change of responsible person for a deal.

      17 votes
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        0 comments  ·  Tasks  ·  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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          0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
        • Missed Call Search

          Please make searching OCM Contact phone #'s easier and consistent. If my business misses a phone call and wants to look that number up in our OCM Contacts OCM won't display all phone numbers. Right now I can search for my own cell # that I have under a Contact and it doesn't come up.

          2 votes
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            0 comments  ·  Intelligence  ·  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 →
            • Andoid ability to use Outlook Customer Manager

              The ability to use Outlook customer Manager on your phone is crucial in a mobile environment.

              96 votes
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                7 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
              • Improve search to include universal search

                Improve search to include universal search using keywords through all fields

                12 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • Post Windows OS software compenant requirements for OCM to fulley function properly.

                  Please post somewhere in OCM a list of Windows software requirements that are needed for OCM to fully function properly.

                  I have 10 PC's with OCM on them. The Windows 7 Ultimate 64-bit PC's run OCM without issues. However, two of the PC's with Windows 10 Pro 64-bit will not load the Deals tab in OCM. They appear to be loading eternally even after being left on for 24+ hours.

                  Example #1: If I'm using Windows 10 Pro and I uninstall certain software components that come with Windows like "Mail" or "Calendar", will this cause OCM to loose functionality?

                  Example…

                  8 votes
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                    4 comments  ·  Intelligence  ·  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 →
                    • 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 →
                      • 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.

                        8 votes
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                          1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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.

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

                            8 votes
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                              0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                            • New custom type field

                              With the choice type fields

                              1. Not possible to add more than 10 choices
                              2. Not possible to have "multi-choice"

                              3 votes
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                                0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                              • Search with others fields

                                Currently it is not possible to search or filter with custom fields…

                                2 votes
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                                  0 comments  ·  Intelligence  ·  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 →
                                  • 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 →
                                    • Add 'Phone number' input to the 'Create business contact' form

                                      Add 'Phone number' input to the 'Create business contact' form

                                      2 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 18 votes
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                                          0 comments  ·  Mobile  ·  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 →
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