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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. Enter a contact's date of birth by typing it mm/dd/year format rather than selecting it on the calendar with a mouse.

    Rather than only having the option of choosing a contact's date of birth using your mouse and changing the month, days, and year on the calendar, please allow typing the date of birth in the month, day, year format.

    I find typing the date of birth MUCH faster, especially when I'm entering many contacts into OCM at a time.

    16 votes
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    1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  2. Missed Call Search

    Please make searching OCM Contact phone #'s easier and consistent. If my business misses a phone call and wants to look that number up in our OCM Contacts OCM won't display all phone numbers. Right now I can search for my own cell # that I have under a Contact and it doesn't come up.

    6 votes
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  3. 59 votes
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  4. Keep exact time of Auto phone log after editing subject of phone call

    When logged calls are edited, the exact time of the call is lost and you can only choose from 30 minute intervals. The time defaults to 12 AM and the exact time of call is lost.

    16 votes
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  5. How can I adress an task to my college inside the Customer Manager?

    I like to address a task for one customer to my college but there is no field to address the tast to someone, What du I have to do?

    47 votes
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    3 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  6. New custom type field

    With the choice type fields

    1. Not possible to add more than 10 choices
    2. Not possible to have "multi-choice"

    6 votes
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  7. show automticly files in "deals" that can be found in emails from contacts that are linked to that deal

    show automticly files in "deals" that can be found in emails from contacts that are linked to that deal

    7 votes
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  8. 3 votes
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  9. Post Windows OS software compenant requirements for OCM to fulley function properly.

    Please post somewhere in OCM a list of Windows software requirements that are needed for OCM to fully function properly.

    I have 10 PC's with OCM on them. The Windows 7 Ultimate 64-bit PC's run OCM without issues. However, two of the PC's with Windows 10 Pro 64-bit will not load the Deals tab in OCM. They appear to be loading eternally even after being left on for 24+ hours.

    Example #1: If I'm using Windows 10 Pro and I uninstall certain software components that come with Windows like "Mail" or "Calendar", will this cause OCM to loose functionality?

    Example…

    8 votes
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    4 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  10. Search with others fields

    Currently it is not possible to search or filter with custom fields…

    2 votes
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  11. Customers nearby - When planning customer visit

    Hi. it would be nice when planning customer visits. if you could then get a list of customers who is also nearby that address you are going to. so you can plan a trip, when going on customer visits.

    For now we just made a column, where we can type in the region the customer lives in. But a overview of nearby customers would be nice to have.

    4 votes
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    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add information from the detail pane

    Went writing an email make is so that you can go to the details pane and add the clients company information. Just like most CRM programs. When we add the company information it will not allow us to save any info. This should be a rudimentary function of the OCM system

    2 votes
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    1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  13. quando o contrato é recorrente assim como os valor diaria ou mensal

    seria produtivo e inteligente uma função de fechamento recorrente permitindo o calculo do tipo DIARIO E MENSAL.
    Simples e produtivo

    1 vote
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