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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. 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 →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 3 votes
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  9. 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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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  10. search

    Ability to search in the Notes field

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Be able to go back in the support window

    When I open support and click on a link, I'm not able to back to last page.

    1 vote
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  12. Create a auto populate field option

    Most data collection and it’s big it’s challenge is the variance of labeling or naming Dats entry.

    I’ve got a customer and love the auto complete searching history of entries in this field and providing options as characters are typed into the field.

    as improvements are made and added and users like myself would already have existing custom fields will there be an ability to add and remove fields as I believe you’re limited to 25 can you clarify if that’s correct and does that relate to simply deals or contacts customers and deals ?

    4 votes
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  13. offer fields

    Once an offer is created, I cannot complete the details and do not see the phase options. as this is hot, is there a way to re-install (repair) the application without loosing the data

    1 vote
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  14. 16 votes
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    5 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  15. Can complete information on offers

    The basic fields are completed with few custom fields on my side. My colleague created some additional phases on his side

    The offer is created but it is not possible to see the phase choices nor to complete the custom fields.

    1 vote
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
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  17. 6 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
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    1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  19. Import from a SQL Server table

    It would be great if we could import directy from a SQL Server table (customers, for example), or at least if we could import from an Excel Sheet where we can query the SQL table.
    Now we have to import from a CSV file, and it is a nightmare if you are from a country where the separator is semicolon instead of comma.
    I am not able to import.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Changing the fase of a deal is not possible

    When I open detail of a deal it is not possible to change the fase of the deal.

    1 vote
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
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