OutlookUservoice_icon_outlook Outlook Feedback by UserVoice

Outlook Customer Manager

We have partnered with UserVoice, a third-party service, to collect feedback from you and other Outlook users. Your use of the portal and your submission is subject to the UserVoice Terms of Service & Privacy Policy, including the license terms. Please do not send any novel or patentable ideas, copyrighted materials, samples or demos for which you do not want to grant a license to Microsoft.

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?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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.

    13 votes
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • sso
    • facebook
    • google
      Password icon
      Signed in as (Sign out)

      We’ll send you updates on this idea

      0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
    • 41 votes
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • sso
      • facebook
      • google
        Password icon
        Signed in as (Sign out)

        We’ll send you updates on this idea

        1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
      • 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?

        42 votes
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • sso
        • facebook
        • google
          Password icon
          Signed in as (Sign out)

          We’ll send you updates on this idea

          2 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
        • 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
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • sso
          • facebook
          • google
            Password icon
            Signed in as (Sign out)

            We’ll send you updates on this idea

            4 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
          • 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.

            8 votes
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • sso
            • facebook
            • google
              Password icon
              Signed in as (Sign out)

              We’ll send you updates on this idea

              1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
            • 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.

              2 votes
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • sso
              • facebook
              • google
                Password icon
                Signed in as (Sign out)

                We’ll send you updates on this idea

                0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
              • 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"

                3 votes
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • sso
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)

                  We’ll send you updates on this idea

                  0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                • Search with others fields

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

                  2 votes
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • sso
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)

                    We’ll send you updates on this idea

                    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • sso
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)

                      We’ll send you updates on this idea

                      0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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

                      8 votes
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • sso
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)

                        We’ll send you updates on this idea

                        0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • sso
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)

                          We’ll send you updates on this idea

                          1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • sso
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)

                            We’ll send you updates on this idea

                            0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                          • 2 votes
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • sso
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)

                              We’ll send you updates on this idea

                              0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                            • Don't see your idea?

                            Outlook Customer Manager

                            Feedback and Knowledge Base