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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. 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.

    3 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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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  4. 57 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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!

    7 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  6. Mailchimp integration

    My company uses MailChimp for mailers & it would be useful to be able to have Customer Manager communicate with our MailChimp lists.

    3 votes
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  7. Most of the time, data written in forms are not implemented when saved.

    When creating customer data is synced so slow that when saved, most of the details are not included. After editing, new data are either not synced or is synced but really it is not synced. In practice, this makes it difficult to work in Outlook, as the addon is most of the time just not implementing anything

    12 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow files attached to emails the ability to be dragged to the files tab in a contact or deal or company

    Whenever you wnat to save a file to a deal,contact or company, allow it to be dragged froom an email directly to the file tab.

    4 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  9. How can you link a company to a contact when importing a CSV if there are companies with the same name but different addresses.

    How can OCM link contacts to Companies during import of CSV's when there are multiple companies with the same name, but different addresses? ie. J smith works with Contoso, based in London but there is also a Contoso, based in New York. Both companies are called Contosso, but I want to link J Smith (via CSV import) to the correct Company based in London. OCM should use more than the Company Name to automatically link contacts during import

    3 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  10. Company Create

    Added company, Can't add contacts as keep getting error still trying to create company. Also when amending the company info the save button greyed out and reverts back.

    1 vote
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  11. task date bug

    impossible to change january to an other month when we create a task!!!

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

    is it possible to see email sent to a contact into contact manager?

    2 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  13. Possible to use OCm with IMAP Account

    Is it possible soon, to add also IMAP Accounts in OCM? It's a Long time, since MS released the new OCM, but still no solution to add them?

    2 votes
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  14. Please add a "Website" into contact

    In the contact card, there is phone number, email address, and physical address, but not a place for a website. I always review a new customer's site before sending out an email and often look again when checking in current customers to see whats new.

    6 votes
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  15. Exporting business opportunities doesn't work (swedish version)

    I would like to have an easy overview of opportunities, and just export selected opportunities. I get a message that Authorization is denied, but I have full rights.

    10 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  16. May I know is outlook Customer Manager add in available for Gallatin (O365 in China)

    I purchase Office 365 in China (Gallatin), May I know is it available for business plan tenant? if not, when I can get the feature, thanks!!

    0 votes
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    0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  17. Contacts

    add a 'title' field to the contacts

    45 votes
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    4 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  18. Keep exact time of Auto phone log after editing subject of phone call

    When logged calls are edited, the exact time of the call is lost and you can only choose from 30 minute intervals. The time defaults to 12 AM and the exact time of call is lost.

    17 votes
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    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  19. Please can you include outgoing emails in the contact record, at present the contact record only has incoming emails

    Include the outgoing and incoming emails for a contact in the contact level OCM record. At present only the incoming emails are included in the contact record - you have to go to the company record to see connected outgoing emails. Of course a company record could have many contact associated with it, so having outgoing emails only in this view makes little sense to me.

    149 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Within OCM have levels of permissions for access rights.

    Within OCM - be able to permit levels of permission for users. At the minute it is either private or public. Even better would be to have OCM within existing groups of office users, so therefore only certain users can see workflow for sales/projects etc.

    35 votes
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    5 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
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