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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/

How can we make Outlook Customer Manager better?

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  1. Andoid ability to use Outlook Customer Manager

    The ability to use Outlook customer Manager on your phone is crucial in a mobile environment.

    96 votes
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      7 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
    • Scan business card from the mobile app

      The obvious feature missing from the OCM mobile app is to snap a photo of a business card and it gets stored as a contact in OCM.

      8 votes
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        0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
      • Add iPhone X support - various functions don’t work

        The start-up process is painfully slow and various functions don’t work. For example, there is no list of actions when you use the ‘+’ option under deals and the camera screen doesn’t activate when you use the ‘scan business card’ option under contacts.

        4 votes
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          0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
        • 18 votes
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            0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
          • Why tasks list is not visible in smartphone Outlook application?

            Why tasks list is not visible in smartphone Outlook application?

            3 votes
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              1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
            • birthdays

              When adding a birthday to a contact it doesn't seem to do anything, I would think a reminder added to the calendar would be default. If this is the case it doesn't work. It actually shows the birthday in my iPhone calendar but no where in the outlook iPhone app or outlook for desktop.

              5 votes
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                0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
              • Mobile Client - Add separate tabs for companies and clients

                Please add separate tabs for contacts and companies in the mobile client. This just additional clicks for me to get where I want. If you decide not to add a separate tab then at least remember which segment was selected. Currently it always go back to Contacts.

                7 votes
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                  0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                • Mobile Client - Add Alphabetical scroller to contacts and companies list

                  I have over 300 entries in my companies list now. It's too unwieldy to scroll through it and I don't prefer to search. It would be nice to see an alphabetical scroller on the right or be able to click on a letter and see a list of letter to jump to (kind of like how Windows Phone used to do it).

                  5 votes
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                    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add Business Contacts tab in OCM Mobile IOS

                    A Business Contacts tab would be helpful in IOS Mobile apps

                    8 votes
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                      0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
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