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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.

    193 votes
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      14 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
    • Multiple Groups (Subdevisions)

      Allow for multiple groups of OCM data. useful for subdevisions or companies split into multiple organizational units.

      30 votes
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        3 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow Customization or Renaming of things like "Company" to "Accounts".

        Please allow the ability to customize the names of major categories. For example: "Deal" to "Policy" and "Company" to "Account". This was OCM can be used for a broader variety of businesses. My business doesn't offer "deals", but I'm using that category to keep track of policy information.

        55 votes
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          1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
        • Allow change of responsible person for a deal

          Allow change of responsible person for a deal.

          29 votes
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            0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
          • Enable Outlook for Mac Customer Manager to have full functionality.

            Enable Outlook for Mac Customer Manager to have full functionality.

            255 votes
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              50 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
            • Please can you include outgoing emails in the contact record, at present the contact record only has incoming emails

              Include the outgoing and incoming emails for a contact in the contact level OCM record. At present only the incoming emails are included in the contact record - you have to go to the company record to see connected outgoing emails. Of course a company record could have many contact associated with it, so having outgoing emails only in this view makes little sense to me.

              85 votes
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                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Universal Deal

                Please allow the creation of an optional UNIVERSAL Deal. A deal that can be linked to more than one contact or company.

                For example: I have 100 Contacts and/or Companies that all use the EXACT same deal. Rather than having to re-create that same deal 100 times, allow it to be linked to be a universal or shared deal.

                29 votes
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                  1 comment  ·  Customization  ·  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?

                  3 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?

                    14 votes
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                      3 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.

                      143 votes
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                        23 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                      • Customer lists

                        Provide a Customer Lists feature, similar to the OWA People Contact Lists feature. Create a named Customer List that is available to everyone in the same team. Be able to assign a customer already in the Customer Manager to one or more Customer List. The customer should have the team access as the Customer List.

                        4 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Automatically share the full time line of shared contacts.

                          My colleagues need to see the last time someone was in contact with our contacts and see the content of the communication. The sharing of time line information (mail, calls, notes etc) is essential for this product.

                          166 votes
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                            Working on it  ·  21 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                          • Anmdroid App

                            Android App for Outlook contacts manager

                            143 votes
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                              3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add support for Office 365 E3 and E5 tenants (as well as E1 and E2)

                              We have a team called government and public policy that would like to use this feature to track communication with certain important contacts. Please make this feature available for our Enterprise E3 tenant.

                              2,222 votes
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                                407 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow Disabling of "Focused" feature in OCM

                                Please create a SETTINGS page for OCM and allow customization, such as disabling the "Focused" feature. Similar to how "Focused inboxes" can be disabled in Outlook.

                                Focused isn't a useful feature for my business. It's actually distracting.

                                11 votes
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                                  1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                • Contacts

                                  add a 'title' field to the contacts

                                  32 votes
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                                    3 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 25 votes
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                                      0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                    • We have upgraded to E3 and lost our Customer Manager! How can we get it back please?

                                      Customer Manager was lost in our upgrade to E3. We would like it back please! Thank you.

                                      89 votes
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                                        10 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Within OCM have levels of permissions for access rights.

                                        Within OCM - be able to permit levels of permission for users. At the minute it is either private or public. Even better would be to have OCM within existing groups of office users, so therefore only certain users can see workflow for sales/projects etc.

                                        27 votes
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                                          5 comments  ·  Customization  ·  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.

                                          11 votes
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                                            1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
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