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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. I would like to open OCM from a contact's page, by finding a contact (in people) and then clicking an icon to find all the linked actions

    Generally if I want to find out where I am upto regarding a particular contact I would go to that person's file (Contact page). But in OCM the OCM icon does not appear on the ribbon when in the contact page. this is crazy.
    If I want to know who I need to call next, I can go to tasks, and there is the task and there is the icon for OCM, but if I want to know what I need to do next for Joe Dole, the icon is not there.
    COntact management MUST be contact focused, NOT activity…

    13 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  2. Can not delete custom columns

    Deleting a custom column really only hides it. If you try to create a column using the name of the previously deleted column, a message appears indicating that a column with that name already exists. This program needs a lot of work.

    33 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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?

    31 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  4. customize column views (contacts)

    Need to be able to have a better overview of my contacts. Best was is to at least allow me to select different views, such as selecting which columns are shown in which order. For example being able to quickly sort which contacts are shared or not.

    10 votes
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  5. Create a filter option for timeline to separate event notes, phone calls, and emails.

    When you log an event note on the timeline, it is difficult to find when you want to review over time. The manager logs all emails, etc to the timeline and if you do not know the specific date you met with a customer, you have to scroll through the entire timeline just to look back on your notes. I am hoping you can develop a filter function under companies to differentiate events, calls, and emails.

    10 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    14 votes
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  7. Outlook Customer Manager: When i have more active deals in the same time period for a customer, how can I separate the email communication f

    When i have more active deals in the same time period for a customer, it should ben possible to separate the email communication for this customer in the different deals.

    10 votes
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  8. Insert OCM fields (e.g, first name) into an Outlook emails

    When creating an email it would be nice to have the ability to pull and drop an OCM field into the body (and subject) of the email and/or an email template.

    15 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. New Columns

    In CRM when we create a new column can we move it to a new location?

    Once you create a column and added fill ins make those part of the drop down.

    Make it able to modify while in the contacts view.

    5 votes
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  11. Create Profiles, Create Groups of coworkers who can interact with de data en OCM

    Allow permission and to create certain profiles for the users. Allow to share o delegate task to another co-worker.

    12 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add Labeling and Filter Ability to Timeline items

    Dont abandon it! I am making a significant investment in using it -
    This is one of the most compelling and sickiness features of o365 - don't abandon it or look to hold us ******* later with an upcharge - and I say that as a life long MSFT user (Windows 286 anyone?) and fan and partner.
    Please add contact integration with your Outlook phone client for android - currently to see the contact there you need to "add " the contact to the regular outlook address book on the pc, regardless of what you do in OCM.
    also, allow…

    10 votes
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    2 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add academic titles in contacts

    There is no specific field to add academic titles.

    5 votes
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    2 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. mail

    is it possible to see email sent to a contact into contact manager?

    2 votes
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  16. Need additional address lines as standard

    There MUST be AT LEAST one, but perhaps the option to have TWO or more address lines AS STANDARD in OCM. It is inconceivable that OCM has been designed to only have one line for street address. Currently I can see fields for (a) address (b) town (c) County/region (d) Postcode and (e) country. I have decades of experience in managing data and this is hopelessly inadequate. And we are not just talking about one country, but across dozens of countries I have worked with one line for the address street field isn't enough. And no, separating address components with…

    8 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 16 votes
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    5 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  19. I have outlook 2016 and data files. The .pst file saved on c drive does not have OCM icon while other linked to 365 has. Need icon on both

    I have outlook 2016 and two data files. The .pst file saved on c drive does not have OCM icon while other also saved on c drive but linked to 365 has. Need icon on both. How can I get OCM icon on Outlook data file that is not linked to 365 exchange but exists as a standalone e-mail data file in Outlook 2016.

    1 vote
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  20. 1 vote
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