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

    More viewing options for tasks.

    Allow view filters including categories.

    11 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Stand-alone interface

    Is it possible to access a stand-alone interface where I can see all my contacts at once? Currently I am only able to access Customer Manager by clicking on the icon when I have an email selected, but I cannot see my entire database of contacts.

    16 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Holiday Card List

    Please allow a way to create a list of contacts that need to be sent a holiday card. This could be a SharePoint list that pulls in contact information from OCM. I'm sure there are other uses for a contact list of this sort, and is available on other CRM systems (i.e. tagging, etc.).

    13 votes
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  4. Export Task List

    Add ability to export task list based on specific column (i.e. export active tasks for "Org Type"=Client)

    7 votes
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  5. Reminders not working

    Reminders are not popping up at the time requested. Not sure if they are supposed to but I would think that is what they are used for.

    7 votes
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  6. Add support for emails secured with s/mime.

    Emails emails secured are not available in OCM. But I think this should be a essential security feature.

    5 votes
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  7. Need database maintenance utlities

    When trying to delete a Contact Record, an error dialog box pops up with: Details Not Avail. . . contact your admin for help. Well, I am the Admin, but there seems to be no tools for database management.

    7 votes
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  8. Google Calendar support

    Most of my scheduling I do on google Calendar most of my devices are android. Google calendar works well with maps. The calendar is also easy to share with other that are outside of my organization (my family) so I know where they are without having to install additional software.

    7 votes
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  9. Issue creating deals under deal stages using names of previously deleted deal stage.

    Errors out when trying to add a deal to the recreated stage using previously deleted stage name.

    3 votes
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  10. Provide an Import Funtion for Journal Items

    I'm working to get a client to upgrade to Office 2016 and to subscribe to Office 365. They've been using the Journal feature of previous versions of Outlook to track client activities and have created a number of custom columns to suit their business. It would be a deal clincher to be able to import that data.

    3 votes
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  11. 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 →
  12. Certain Contact's VALID e-mail addresses are converted by OCM to gibberish. :-(

    When I enter certain valid e-mail addresses under Contacts and hit the SAVE button, OCM instantly converts the e-mail address into a very long string of gibberish.

    One of my own personal @Yahoo.com e-mail addresses consistently does this and will not save with my correct e-mail address. :-(

    Please fix and feel free to reach out to me if you need a screenshot or additional info.

    3 votes
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    2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  13. I can not add a new Сontact to the Company.

    I can not add a new Сontact to the Company.
    Error:
    We are still working on creating this company.
    Please try again later.
    And so for several days already. Previously, everything worked.

    3 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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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  15. 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 →
  16. 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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  17. 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 →
  18. 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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  19. task date bug

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

    1 vote
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  20. 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 →
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