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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. Timer and Journal

    It would be fantastic if OCM integrated a timer and journal function for recording time on calls or in meetings etc. And a report roll up by day, week, customer, task etc.

    12 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. pin sub items of parent items like tasks

    allow people to pin open sub items such as tacks of parent items like deals -

    3 votes
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  3. Add relationships link

    Each contact should be able to be assigned to a specific company and describe what the relationship is (such as auditor, vendors, payroll contact, etc)

    35 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Infusionsoft, Wordpress, Amazon

    For sure, an integrated CRM is a good idea. You need InfusionSoft, Wordpress Membership, eBay, and Amazon Seller, and Shopify integration to give it traction.

    1 vote
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  5. Timeline Posts - New Window

    Allow timeline posts to be clickable when it is a post, call log, or meeting log. Open into a new window so the post is easily readable. When hovered over, it only shows a certain amount.

    22 votes
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  6. Contact Pictures

    Show contact pictures in the OCM interface.

    56 votes
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  7. OCM requires IE to work: Make it more explicit.

    If IE is not present, OCM displays a message "your browser is not supported", but the support page indicates that Edge is supported. This is misleading. Ultimately, would be nice if Edge support OCM natively.

    4 votes
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  8. Please Provide Documentation

    I really, really want to like OCM but have had nothing but problems getting it working. If I could trust it, I'd be recommending it in a heartbeat to one of my clients, which would get them to subscribe to O365.

    Shortcomings from the administration/setup point of view:

    1) no real documentation to be found anywhere;
    2) No information on scripting/custom imports.
    3) No ability to import journals from older versions of Outlook.

    As an admin, I need documentation. I hate having to open a support request because of general error messages. A FAQ is not sufficient.

    15 votes
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  9. Links to Tasks, Appointments and Folders

    I see someone suggested linking to existing tasks (including those created from an email) but also an existing appointment from Calendar. Also, would like to link to a directory Folder not just files.

    23 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 5 votes
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  11. 5 votes
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  12. Include a link (both ways) to one note so we can add extra details, clippings etc

    Include a link (both ways) to one note so we can add/link extra details re meetings, web clippings etc

    42 votes
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  13. The Grid Control thas shows the matrix of Contacts, Companies and Deals needs to be editable.

    A Grid Control should be editable like an Excel spreadsheet. Having to select a record, select 'edit mode' then navigate/scroll down the specific field, is not productive. Takes us right back to the 1960's and working on IBM mainframes.

    21 votes
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  14. Tasks editable only by user who enters them

    Although it is possible to enter tasks within OCM which are also viewable by other authorised users (if the Contact/Company/Deal is shared). The other users cannot edit the task, mark it as complete or see the end date. In addition if the task user marks it as complete other users still see the task as open. Ideally other users should be able to amend tasks, but at the very least should see completed tasks as completed.

    30 votes
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  15. Integration with Dynamics 365

    Love the interface not sure if this app is to replace Dynamics or enhance it?

    1 vote
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  16. Sort by last item in timeline

    Is there a way to sort contacts by last contact / timeline item? seems like this is important functionality currently missing.

    10 votes
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  17. more viewing options for tasks. similar functionality that is in outlook tasks.

    More viewing options for tasks.

    Allow view filters including categories.

    10 votes
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  18. Allow User to Select the Task List

    Currently, it seems that the Task list (at least the one on the Today tab) is pulling from the Outlook To Do list. We have to be able to choose the task list because all tasks are to do's but not all to's are tasks. Plus, the To Do list can pull in personal to do's and tasks, which are not relevant.

    16 votes
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  19. 2 votes
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  20. Company 'Website' field should be hyperlinked.

    Long pressing or double clicking any url should launch the default browser and load the linked page.

    15 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    When looking at the company you will see the hyperlink under the deal name. When in the details of the compnay there is an icon on the left hand side, which opens the link. Currently you are not able to open the hyperlink in the grid – we are looking into this.

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