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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. Mailchimp integration

    My company uses MailChimp for mailers & it would be useful to be able to have Customer Manager communicate with our MailChimp lists.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. How can you link a company to a contact when importing a CSV if there are companies with the same name but different addresses.

    How can OCM link contacts to Companies during import of CSV's when there are multiple companies with the same name, but different addresses? ie. J smith works with Contoso, based in London but there is also a Contoso, based in New York. Both companies are called Contosso, but I want to link J Smith (via CSV import) to the correct Company based in London. OCM should use more than the Company Name to automatically link contacts during import

    3 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  3. Search with others fields

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

    2 votes
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    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add 'Phone number' input to the 'Create business contact' form

    Add 'Phone number' input to the 'Create business contact' form

    2 votes
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  5. mail

    is it possible to see email sent to a contact into contact manager?

    2 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  6. Company Create

    Added company, Can't add contacts as keep getting error still trying to create company. Also when amending the company info the save button greyed out and reverts back.

    1 vote
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  7. task date bug

    impossible to change january to an other month when we create a task!!!

    1 vote
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  8. Possible to use OCm with IMAP Account

    Is it possible soon, to add also IMAP Accounts in OCM? It's a Long time, since MS released the new OCM, but still no solution to add them?

    1 vote
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  9. Import contacts and/or companies in bulk

    There needs to be a way to easily import bulk companies and/or contacts into OCM. I know this is a problem but couldn't see it as a suggestion in the ideas list unbelievably!

    19 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  10. creation of companies and contacts

    I created a company and wanted to add a new contact. I got a message this was not possible because the application had to register the company.
    So I created the contact separately

    after an hour when I want to link the two entities, it is still not possible because the company must be recorded. Is it expected?

    8 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  11. Why doesn't OCM allow me to click the tab, from contact file?

    When I want to make an entry, I want to start from the contact file. but then OCM icon is not available. It makes no sense to find the contact, then have to highlight the email address, or make as if I want to email,. and then from the email page click the OCM icon, in order to open the OCM.
    Please sort this as a matter of urgency.

    6 votes
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    1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  12. Can a drag drop feature be added to allow for ease of flow of Data Files into Contacts/companies

    Can a drag drop feature be added to allow for ease of flow of Data Files into Contacts/companies

    6 votes
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    0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  13. Need additional address lines as standard

    There MUST be AT LEAST one, but perhaps the option to have TWO or more address lines AS STANDARD in OCM. It is inconceivable that OCM has been designed to only have one line for street address. Currently I can see fields for (a) address (b) town (c) County/region (d) Postcode and (e) country. I have decades of experience in managing data and this is hopelessly inadequate. And we are not just talking about one country, but across dozens of countries I have worked with one line for the address street field isn't enough. And no, separating address components with…

    8 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  14. Wrong language in Import wizard

    Import wizard (Companies in this case) use wrong language in column mapping drop-down list. Tried several times. Most of the times I get Finnish language but sometimes I get German and a few times English (which I have in Office&Outlook&Windows)

    5 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  15. no title just you suck

    Cant paste a screen shot. !!!!!!!!!!!! I hate Microsoft help ... I don't know why i'm even here!!!

    4 votes
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  16. Created company many times after adding company to contact

    I tried to add an existing company to a contact. Loading circle, noting happened. Company was created 20 times, i found out. Deleting the company or restarting Customer Manager did not fix the problem.

    6 votes
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    2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 3 votes
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  19. It is not possible to ad or change a post (Contacts and Business) ---waiting ...

    It is not possible to ad or change a post (Contacts and Business) --- error message : we are still working with creating the post . When I close it is not saved. We cannot use this aplication for business :-(

    2 votes
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  20. search

    Ability to search in the Notes field

    2 votes
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