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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. Ho long should I wait for my idea to be approved?

    Hello,

    How long should I wait for my idea to be approved and posted? I'm kind of disappointed.

    1 vote
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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... )

    15 votes
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  3. Please provide Product for Office 365 Pro Plus

    Please provide Product for Office 365 Pro Plus so we can use it on Terminal Server as well.

    1 vote
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    0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    26 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. Multiple Groups (Subdevisions)

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

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

    Allow change of responsible person for a deal.

    57 votes
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    2 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  8. Major bug in saving information.

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

    21 votes
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    3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    6 votes
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    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. Andoid ability to use Outlook Customer Manager

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

    356 votes
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    27 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  12. Improve search to include universal search

    Improve search to include universal search using keywords through all fields

    17 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. 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 →
  15. 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 →
  16. 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 →
  17. 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.

    89 votes
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    2 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    42 votes
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    3 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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"

    6 votes
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    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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