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How can we make Outlook Customer Manager better?

Add Job Title field in contacts

Each contact needs to have a job title - when you import contacts it lets you map to the field, but you can't see it anywhere.

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Hamish Duff - Recalibrate Ltd shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

10 comments

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  • Janhurban commented  ·   ·  Flag as inappropriate

    Mobile / iOS version has however dedicated Job Title field built in already, but missing in Outlook OCM

  • Anonymous commented  ·   ·  Flag as inappropriate

    Yes, this whole application does not seem to be well thought-out. For example, if you do not share a contact in OCM, it is shown as "Private" in OCM. But there is also a Private field in Outlook Contacts that is associated with the display of that contact when a contact folder is shared to another user. Not only is the similar nomenclature confusing, but OCM does not appear to respect Outlook's native Private flag setting. You can "OCM share" a contact already marked as Private ... counter-intuitive.

  • victor Melendez commented  ·   ·  Flag as inappropriate

    IT makes absolutely no sense to not be able to see the contact's tittle. This is a HUGE miss on Microsoft's part, but one that i would think is very easy to fix?

  • Tom Nelson commented  ·   ·  Flag as inappropriate

    POSSIBLE SOLUTION: OCM allows for custom fields. I created one for Job Title (among other things) and it works. However, the custom fields appear at the bottom of the entry screen. Users need to be able to re-order the fields so data entry can flow efficiently.

  • Nathan commented  ·   ·  Flag as inappropriate

    The development team of this software need to understand what sales people need and update accordingly

  • Paul Sinfield commented  ·   ·  Flag as inappropriate

    Completely agree - have just been looking to move over from my existing CRM but won't do it without this.

  • David H commented  ·   ·  Flag as inappropriate

    What is the point in having a business crm is we cannot know the title of the contacts we interact with. From a user perspective this is major issue.

  • Corey Roth commented  ·   ·  Flag as inappropriate

    Contacts need a job title field. This was present in the mobile client but not in Outlook. This is absolutely needed.

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