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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 - Current View BROKEN

    All rows is only option that generates a file with data - Current view generates empty file

    2 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add information from the detail pane

    Went writing an email make is so that you can go to the details pane and add the clients company information. Just like most CRM programs. When we add the company information it will not allow us to save any info. This should be a rudimentary function of the OCM system

    2 votes
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    1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  3. Deleted deals are still i Focus

    I tried to delete a deal, but the OCM stopped, then next time I tried to delete it is gone from the liste but still i Focus

    2 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  4. Contact, already set doesnt show in deal

    I added a contact that was already in OCM, but doesnt show in deals list

    2 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  5. Display a link to the Outlook Customer Page from the navigation pane by default

    I found it difficult to even find the Outlook Customer Page since I didn't realize that I needed to customize the navigation pane to find the link.

    2 votes
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  6. We need option to stop sending emails to invalid Email IDs. If we trying to send email to invalid Email Id, system wont allow us to click s

    We need option to stop sending emails to invalid Email IDs. If we trying to send email to invalid Email Id, system wont allow us to click send button .It force us to remove the invalid Email IDs .Email. After remove the invalid Email IDs from the address bar .then only user can able to click send button

    2 votes
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  7. sizing of add in window

    You need to be able to size the time line window and the contacts display window - and change the font - its also scary that it opens internet explorer instead of edge-

    2 votes
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  8. 2 votes
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  9. Bug?

    Deals enterd with my user on one client do not show up with the same user on a second client?

    2 votes
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  10. 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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  11. 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 →
  12. 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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  13. task date bug

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

    1 vote
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  14. Be able to go back in the support window

    When I open support and click on a link, I'm not able to back to last page.

    1 vote
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  15. offer fields

    Once an offer is created, I cannot complete the details and do not see the phase options. as this is hot, is there a way to re-install (repair) the application without loosing the data

    1 vote
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  16. Company doens't appeared

    When I start importing my contact from outlook, everything's ok except the company name.

    1 vote
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  17. Can complete information on offers

    The basic fields are completed with few custom fields on my side. My colleague created some additional phases on his side

    The offer is created but it is not possible to see the phase choices nor to complete the custom fields.

    1 vote
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  18. 1 vote
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  19. Import from a SQL Server table

    It would be great if we could import directy from a SQL Server table (customers, for example), or at least if we could import from an Excel Sheet where we can query the SQL table.
    Now we have to import from a CSV file, and it is a nightmare if you are from a country where the separator is semicolon instead of comma.
    I am not able to import.

    1 vote
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  20. Changing the fase of a deal is not possible

    When I open detail of a deal it is not possible to change the fase of the deal.

    1 vote
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Outlook Customer Manager

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