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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. Add sub-tasks

    Tasks linked to customer contacts are good, but the ability to have tasks AND subtasks would be great.

    Our manufacturing company frequently works with customers on multiple projects that run in parallel. Each project has one to two dozen discreet tasks associated with it. Each task would represent a project overall. Linked sub-tasks would represent what needed to be accomplished on each project.

    We don't need the complexity of MS Project but we need more than one level task lists (or the one level task list with check boxes in the Office 365 Planner).

    I discussed this issue 20 years…

    214 votes
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      8 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow change of responsible person for a deal

      Allow change of responsible person for a deal.

      17 votes
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        0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
      • When task are complete, they should be removed from task count.

        When tasks are complete, the should be removed from Task count. An OCM Company may show 3 tasks but all are completed.

        12 votes
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          0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
        • 4 votes
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            1 comment  ·  Tasks  ·  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

            10 votes
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              0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
            • 7 votes
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                0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
              • Filter on date contact was added

                We need to filter on when the contact was added so we can export them and add them to our mailchimp email lists.

                3 votes
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                  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                • 23 votes
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                    1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
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