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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. There appears to be a slow-down or hang with large contact lists

    The account using the OCM has a contact list with 5275 contacts. When going to the OCM add-in panel in Outlook 2016, it loads a small portion of those contact into view, and at the bottom of that list continues to show a "Loading" spinner.

    You can search by name and find a contact using the search function, but if you try to search again the entire add-in hangs.

    3 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  2. I have outlook 2016 and data files. The .pst file saved on c drive does not have OCM icon while other linked to 365 has. Need icon on both

    I have outlook 2016 and two data files. The .pst file saved on c drive does not have OCM icon while other also saved on c drive but linked to 365 has. Need icon on both. How can I get OCM icon on Outlook data file that is not linked to 365 exchange but exists as a standalone e-mail data file in Outlook 2016.

    1 vote
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  3. 2 votes
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    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  4. allow files attached to contacts to be attached to the contact's company file at the same time.

    allow files attached to contacts to be attached to the contact's company file at the same time.

    9 votes
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  5. Adding a new contact to a company should save it to the company without having to click save

    When you add a new contact to a company the interface is very clunky. You add the contact, and then you want to start editing it but if you don't click save, you will get a modal saying you are going to loose your changes. Automatically save the contact to the company and then take me to the *editable* details of the contact.

    20 votes
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  6. Trying to run OCM in a RDP environment. Willing to license any way to allow this but license that supports RDP will not allow OCM.

    Trying to run OCM in a RDP environment. Willing to license any way necessary to allow this but the license that supports OCM does not support RDP installs and the one that supports RDP installs will not allow OCM.

    1 vote
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  7. Character issues

    When I insert a link to an offer the application changes the "/" in "^" making the link impossible
    I used a french keyboard and the app in french

    1 vote
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    2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  8. Disable reading pane requirement to use OCM

    To use OCM in the inbox view the reading pane must be on. I do not like the reading pane and consider it to be a security risk, thus I am not using OCM. I see no reason for this requirement, please remove the requirement that the reading pane must be enabled to use OCM

    2 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  9. Insert OCM fields (e.g, first name) into an Outlook emails

    When creating an email it would be nice to have the ability to pull and drop an OCM field into the body (and subject) of the email and/or an email template.

    14 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  10. Scrolling list of companies is slow

    I have about 300 companies in my list and scrolling through the list of companies in the Outlook client is painfully slow. This needs to be improved.

    16 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Timeline filter

    I want to be able to see all emails or posts only related to deal and hide history of changes entries (like changes of contacts names, etc.)

    28 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. the Bing lookup when creating a company is a great idea

    The actual implementation of it is a mind numbing joke. Does anyone at Micrsosoft on this project ever actually try to use it and see the non-sequitir results it comes back with - how can you foist this on users to waste their valuable time - just turn it off until it works or say use it only if you are currently delusional or hallucinating

    4 votes
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    4 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  14. Review integrity of TASK data

    I've been working extensively with TASKS and trying to link them to contacts or deals and have had a lot of challenges with changes being populated between the TASK area of Outlook and the same TASK that is tagged to a record in OCM. Dates that are changed in one area do not consistently change in the other area. The same is true with changes in the subject line and even when completing... if done in OCM the TASK stays open in the TASKS area, and vice versa.

    6 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  15. Cannot control the order of the custom fields in the deal detail view

    Reordering the columns in the Deal table view, particularly custom fields, does not correspond to the order in the deal detail view. In fact, the order of the fields in the deal detail view appear random. Is there a way to control the order of the custom fields in the deal detail view?

    13 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add Labeling and Filter Ability to Timeline items

    Dont abandon it! I am making a significant investment in using it -
    This is one of the most compelling and sickiness features of o365 - don't abandon it or look to hold us ******* later with an upcharge - and I say that as a life long MSFT user (Windows 286 anyone?) and fan and partner.
    Please add contact integration with your Outlook phone client for android - currently to see the contact there you need to "add " the contact to the regular outlook address book on the pc, regardless of what you do in OCM.
    also, allow…

    8 votes
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    2 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  17. Follow-up reminder time should not default to midnight

    The time for follow-up times of tasks defaults to midnight. I'll never do a follow-up at that time. How about it defaults to 8:00 am or 10:00 am?

    8 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. stop it restarting, unable to use because of this

    stop app restarting, and add function to delete all contacts

    6 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  19. How can I remove Ghost task. they are locking up my system and I cant add any new deals?

    How can I remove Ghost task. they are locking up my system and I cant add any new deals?

    1 vote
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  20. Release for Education subscription

    Please release this for the Education Subscription a lot of educators have commercial relationships as well as funded and a tool like this would be ideal.

    6 votes
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