OutlookUservoice_icon_outlook Outlook Feedback

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/

How can we make Outlook Customer Manager better?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  1. Tasks editable only by user who enters them

    Although it is possible to enter tasks within OCM which are also viewable by other authorised users (if the Contact/Company/Deal is shared). The other users cannot edit the task, mark it as complete or see the end date. In addition if the task user marks it as complete other users still see the task as open. Ideally other users should be able to amend tasks, but at the very least should see completed tasks as completed.

    1 vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • sso
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)

      We’ll send you updates on this idea

      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Contact categories or groups for mailing lists etc

      I need an efficient way to tag, sort and group customers into e.g. Mailing lists. Multiple tags must be possible

      1 vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • sso
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)

        We’ll send you updates on this idea

        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Show/edit other fields that are in Outlook

        Other fields such as a contact's Title, Department, Fax #, etc. are not viewable or editable in Outlook Customer Manager (OCM). If I go into the "People" area of Outlook I can find the contact and edit the other fields, but if I switch back to OCM I still cannot view or edit those fields.

        2 votes
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • sso
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)

          We’ll send you updates on this idea

          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Include a link (both ways) to one note so we can add extra details, clippings etc

          Include a link (both ways) to one note so we can add/link extra details re meetings, web clippings etc

          2 votes
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • sso
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)

            We’ll send you updates on this idea

            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Company Tasks shown under contacts

            When viewing the Contact info (Deals, Tasks, Timeline), show items that are assigned to the same company as the contact. Currently, only tasks specifically assigned to the contact are shown.

            1 vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • sso
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)

              We’ll send you updates on this idea

              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Contact Pictures

              Show contact pictures in the OCM interface.

              1 vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • sso
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)

                We’ll send you updates on this idea

                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Provide for uploading an image to a Company

                Rather than the generic company image, I would like to upload a custom image.

                1 vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • sso
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)

                  We’ll send you updates on this idea

                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Send email or meeting request from Deal list

                  When a company is selected in the list, clicking Email or Meeting from the Communicate tab will open an Outlook item with the contacts pre-filled. The same experience does not occur when clicking the buttons with a Deal selected.

                  1 vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • sso
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)

                    We’ll send you updates on this idea

                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Provide a link to the App Store to download the iOS version.

                    Since it's available now, please provide a link to the App Store to download the iOS version.

                    2 votes
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • sso
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)

                      We’ll send you updates on this idea

                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Increase number of Companies viewable from 250

                      There is currently a limit of 250 Companies that can be viewed within OCM. As most users are looking at OCM as a replacement for BCM it would make sense to increase this to level to be dictated by memory capacity-there appears to be no such limit on contacts, yet in order for the database to work correctl each contact should be able to be associated with a company to enable correct searching.

                      1 vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • sso
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)

                        We’ll send you updates on this idea

                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Bulk Delete Data

                        I have now had a chance to understand the optimal set up for my data and now would like to start with a clean database. At the moment the only way to do this is to individually delete each item, which is impractical.

                        2 votes
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • sso
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)

                          We’ll send you updates on this idea

                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add more currency formats

                          Right now it supports $. Would be great to be able to pick the currency when adding a deal.

                          1 vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • sso
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)

                            We’ll send you updates on this idea

                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Column Filtering and drop-down menus

                            As a database it is useful to be able to filter the data you input. It is currently possible to filter for the pre-determined columns, but not for user created columns. In addition for user created columns it would be useful (similar to some of the pre-defined columns) to be able to select a drop-down menu and pre-define the choices of text entry.

                            3 votes
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • sso
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)

                              We’ll send you updates on this idea

                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Modify layout?

                              Is is possible to modify the layout (add new fields and pages) like in BCM (Business Contact Manager)?

                              3 votes
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • sso
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)

                                We’ll send you updates on this idea

                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Import data from Outlook Business Contact Manager

                                We have been using Outlook Business Contact Manager. This clearly looks to the replacement for BCM but will our BCM data be migrated?

                                6 votes
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • sso
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)

                                  We’ll send you updates on this idea

                                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                • Share Select Emails, Because Obviously Want Some Emails to be Private

                                  Please add a feature to select which emails are shared, because there will obviously be some emails that one might like to keep private from the rest of the team.

                                  2 votes
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • sso
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)

                                    We’ll send you updates on this idea

                                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Share with Specific Colleagues or Groups

                                    Share contact, deal, company, task, etc. with specific colleagues or groups. Right now "share" shares with the OCM O365 Group. Please expand this to other contacts and groups.

                                    Great feature! And iOS app is coming along nicely.

                                    2 votes
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • sso
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)

                                      We’ll send you updates on this idea

                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Backup solution

                                      A central place for Admins to backup all shared contacts would give me real peace of mind

                                      2 votes
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • sso
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)

                                        We’ll send you updates on this idea

                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • LinkedIn integration

                                        Still waiting to get access to Customer Manager on First Release, but already have an idea. Just had a new business lead come in via LinkedIn message so being able to track that would be essential.

                                        5 votes
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • sso
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)

                                          We’ll send you updates on this idea

                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • More field options when importing

                                          There were a lot more field options on BCM when importing Contacts, Companies and Deals. One major setup I have in using OCM, is that I cannot associate a number of fields to my contacts. Most importantly: Company, Mobile Phone and Category.

                                          3 votes
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • sso
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)

                                            We’ll send you updates on this idea

                                            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3
                                          • Don't see your idea?

                                          Outlook Customer Manager

                                          Feedback and Knowledge Base