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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. Enable Outlook for Mac Customer Manager to have full functionality.

    Enable Outlook for Mac Customer Manager to have full functionality.

    241 votes
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      44 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
    • Sharing of timeline information

      When a contact is shared have thier timeline call log, notes etc appear for everyone to see. If my assistant takes a phone call and makes a note I would like to see that in the timeline when I review that contact. Thanks.

      138 votes
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        22 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
      • 2802-1548335182072

        I have found this message when I open the Customer Manager on my outlook. The program wont work. Someone have a clue about it?

        2 votes
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          3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
        • Major bug in saving information.

          There is no way to save a Company, Contact or Task. The Create, Save button is grayed out?

          10 votes
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            3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
          • Sort and change columns order on deals list

            Last upgrade, we lost the sort feature on Deals lists as well as moving or changing the columns order. That was an excellent feature to follow deals.

            112 votes
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              9 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
            • Mass delete of Companies and other bulk data - Data Reset or Clean Sweep Option

              Mass Delete of Companies and other bulk data - Reset Option. I've been working with OCM for about a week and believed I was ready to import 2100 companies from another CRM. Unfortunately, I did not get the new list columns right and need to clear all current companies but there's no option I'm aware of to do so.

              45 votes
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                9 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
              • Allow multi-select of contacts and then allow setting all selected contacts to Shared status

                There should be the capacity to select multiple contacts in the OCM interface in Outlook 2016, and then change certain settings on all selected contacts - but most importantly their shared status.

                Often, smaller companies all share the contacts and deals they are working on. When someone joins the OCM and brings their contacts in, not being able to share them all, or a specific subset with one or few clicks, is a major barrier to getting on board with the software.

                75 votes
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                  7 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                • Most of the time, data written in forms are not implemented when saved.

                  When creating customer data is synced so slow that when saved, most of the details are not included. After editing, new data are either not synced or is synced but really it is not synced. In practice, this makes it difficult to work in Outlook, as the addon is most of the time just not implementing anything

                  9 votes
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                    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                  • duplicates

                    When loading business contacts (over 200) it has duplicated most of them. And to make matters worse you cannot delete more than one at a time. This has cost me hours and frustrated me to no end. I cant use this software because it is so bug filled I am scared that whatever I put into it may get lost or worse. Please fix ASAP.

                    31 votes
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                      3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                    • group sharing

                      I shared my files with two people of my company. They see the contact but not the companies. Offers appear from time to time

                      47 votes
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                        6 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                      • 49 votes
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                          2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                        • Exporting business opportunities doesn't work (swedish version)

                          I would like to have an easy overview of opportunities, and just export selected opportunities. I get a message that Authorization is denied, but I have full rights.

                          8 votes
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                            0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                          • Duplicate contacts

                            We are getting duplicates of all contacts in OCM.

                            The extra contact seems to lack information regarding company or deals, but it is a hassle and creates confusion for the users.

                            26 votes
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                              3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                            • Can't export any OCM lists

                              I can't "Export" any lists: All I receive in the browser window is {"message":"Authorization has been denied for this request."}

                              44 votes
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                                14 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                              • The contact export is not working.

                                Internet explorer is my default browser. Error received says "Sorry, an error has occurred during Export.

                                17 votes
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                                  4 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                • Search/Magnifying Glass to do a global search

                                  When searching "All Contacts" it seems to only pull names, not companies as well. If I type in a company name, it should return all associated employees.

                                  12 votes
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                                    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Not sure why the "shared with" category is showing "Private" when all of my business contacts are shared. Can that be corrected?

                                    Not sure why the "shared with" category is showing "Private" when all of my business contacts are shared. Can that be corrected?

                                    19 votes
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                                      2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                    • multiple deals with one contact

                                      If I have multiple ongoing deals with one contact, I like to link incoming emails to a certain deal. Otherwise I see each and every email with that contact in each deal. Doesn't make sense, does it?

                                      10 votes
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                                        0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Export only allows 251 posts to be exported to Excel (Business and Contacts) . In the post Export Data Function your link is not working.

                                        Export only allows 251 posts to be exported to Excel (Business and Contacts) . In the post Export Data Function your link is not working.

                                        4 votes
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                                          3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Fix bugs: mutlitple contacts per company, multiple contacts per deal, share shared

                                          This application is very glitchy, which is disappointing. Primary glitches I'm running into:

                                          1) I am only able to add company to one contact. Thereafter, that company is not available to future contacts. 1-1 relationship? Same goes for deals. Once add, it's gone.

                                          2) Shared contacts cannot be seen. Where do they go and why can't my co-workers see them?

                                          I view these as core to OCM so I'm surprised to be running into these issues right out of the gate.

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