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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. Export only allows 251 posts to be exported to Excel (Business and Contacts) . In the post Export Data Function your link is not working.

    Export only allows 251 posts to be exported to Excel (Business and Contacts) . In the post Export Data Function your link is not working.

    4 votes
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    3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create a auto populate field option

    Most data collection and it’s big it’s challenge is the variance of labeling or naming Dats entry.

    I’ve got a customer and love the auto complete searching history of entries in this field and providing options as characters are typed into the field.

    as improvements are made and added and users like myself would already have existing custom fields will there be an ability to add and remove fields as I believe you’re limited to 25 can you clarify if that’s correct and does that relate to simply deals or contacts customers and deals ?

    4 votes
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  3. Household linking

    It would be good to be able to link "Household" contacts

    4 votes
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    3 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  4. Make it work like it should.

    All contacts show as personal and business, cant separate them.

    Tasks do not synch correctly between machines.

    4 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  5. 4 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  6. Some way to identify if a note exists

    In each of the records you have the ability to add a "Note" Company, contact or Deal. The problem is that you are not able to see if a note exists without selecting it to see. Maybe similar to files show a (1) next to it to show that a note is available for that record.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Large contact lists get stuck and prevent searching more than once

    When on the OCM view under add-ins in Outlook 2016, searching for a name in the contact list will show it. However, attempting to search for another name shows nothing and causes the entire OCM panel to hang (all views, contacts, today, deals, etc). You need to then click on a different section of Outlook (Mail, People, calendar, etc), and then click BACK to the OCM add-in page to be able to search again.

    This may be due to having a large contact list, but it is unclear.

    4 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  8. 4 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  9. Make details screen appear accros whole screen instead of just down left hand side

    When you click on a item in list view, the resulting details screen should go across entire screen or at least cover the list items

    4 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  10. Business Address saved when created through the contact card

    The address is saved to the contact but not the actual entry for the business.
    Perhaps when you chose to list a new business a card pops up to fill out the details before returning to the customer card?

    4 votes
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  11. 4 votes
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  12. OCM requires IE to work: Make it more explicit.

    If IE is not present, OCM displays a message "your browser is not supported", but the support page indicates that Edge is supported. This is misleading. Ultimately, would be nice if Edge support OCM natively.

    4 votes
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  13. How to change GUI language?

    Simple question, how can I change the language of the GUI?

    4 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Outlook Customer Manager shows you the language of your Outlook. If you change the language of Outlook or Office in general. Outlook Customer Manager will change. We support a wide range of languages, but when we don’t we will fall back to English. What is the language you are looking for?

  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. Search with others fields

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

    3 votes
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    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. 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 →
  18. 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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  19. 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 →
  20. 3 votes
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