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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/

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  1. 12 votes
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      0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
    • How can I adress an task to my college inside the Customer Manager?

      I like to address a task for one customer to my college but there is no field to address the tast to someone, What du I have to do?

      2 votes
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        0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
      • Log total call time in phone log entries

        I like having a history of phone calls in the timeline. However it would be 100x more useful if you could see how long the conversation was. This would be very handy when invoicing customers for example.

        9 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Task visible in the Agenda view, like in Outlook2016

          These days we work with many tasks, and due dates. Why these are not visible in your agenda is not clear to me.

          Many mails I receive are actually small questions/tasks why not have the ability to place these in the agenda so you can schedule these.

          Outlook2016 offers both (with a small workaround) so why not in Office365

          4 votes
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            0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
          • 4 votes
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              0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
            • Can you share deals with individual members of your network instead of the group?

              Can you share deals with individual members of your network instead of the group?

              14 votes
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                0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
              • Add academic titles in contacts

                There is no specific field to add academic titles.

                2 votes
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                  0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                • admin

                  OCM urgently needs to have an Admin user/s option. Admins should be able to lock users from adding columns, editing drop down lists etc. Right now all users have full control of the product. Columns created in error cannot be deleted only hidden. So a uninformed user could render the product useless just by playing around the columns. This needs to be addressed urgently along with all the other essentials that this product should not have been released without.

                  1 vote
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                    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                  • Deleting and sharing of custom columns

                    I added a column for contact information and then had to delete it so that i could change the Column type but it will not update. It keeps only the options of the first time i added the column. Suggestions, 1) debug better so your product works 2) let us change the column type without deleting it 3) i get an error when i try to export (see comment 4) let other people i share the contact with see my custom added columns. Overall, I was hoping i could recommend this tool to my team, but it still has significant…

                    2 votes
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                      0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →

                      Hello, thank you for contacting us. Here a few answers to your questions:
                      2.) This is technically not possible at this time. I suggest the new field type you want to create. Try by naming it slightly different and then renaming it after the creation.
                      3.) This is a bug, we are working on
                      4.) this is a bug we are working on (sorry) – please also contact support, so we can get your contact information and can look into your account.

                      We are working on the issues and it is partially available in Mac – you can see the email integration there.

                      Hope that helps for now.

                    • Links to Tasks, Appointments and Folders

                      I see someone suggested linking to existing tasks (including those created from an email) but also an existing appointment from Calendar. Also, would like to link to a directory Folder not just files.

                      20 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Company 'Website' field should be hyperlinked.

                        Long pressing or double clicking any url should launch the default browser and load the linked page.

                        15 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                          When looking at the company you will see the hyperlink under the deal name. When in the details of the compnay there is an icon on the left hand side, which opens the link. Currently you are not able to open the hyperlink in the grid – we are looking into this.

                        • Deleted contacts keep reappearing

                          I've been trying to delete some contacts this morning, and they keep reappearing after a few minutes. I've tried from multiple machines now but these entries keep coming back.

                          13 votes
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                            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Issue creating deals under deal stages using names of previously deleted deal stage.

                            Errors out when trying to add a deal to the recreated stage using previously deleted stage name.

                            1 vote
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                            • Bug?

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

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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