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

Allow change of responsible person for a deal.

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

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.

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.

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

Improve search to include universal search using keywords through all fields

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.

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.

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.

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.

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.

With the choice type fields

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

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

Actually it isn't possible to add more than 25 fields for a contact / a company or a deal.

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.

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

Make OCM available for android phones

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!