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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. Query data from Excel directly

    I want to use the get and transform tools in excel to query this data - similarly to how I query exchange date - but I don't know what source to point to - please advise

    7 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • How do I get rid of this useless add-in

      How do I get rid of or hide this useless add-in? It just clogs up valuable real estate in my Ribbon.

      1 vote
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        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
      • There Does Not Seem to Be a Way Change "Status" in "Deal Details"

        Problem: The "Deal Details" does not have a method to change the status, which means that you cannot change the "Stage"

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

          When you change the stage you change the status. The mapping between stage and status are done through the customization UI on the module. To change the status you need to go to the “View Details” section on the deal.

        • We need option to stop sending emails to invalid Email IDs. If we trying to send email to invalid Email Id, system wont allow us to click s

          We need option to stop sending emails to invalid Email IDs. If we trying to send email to invalid Email Id, system wont allow us to click send button .It force us to remove the invalid Email IDs .Email. After remove the invalid Email IDs from the address bar .then only user can able to click send button

          2 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Create Reporting Capabilities

            It would be helpful to have some level of reporting to evaluate key business metrics like conversions, length of time in the pipeline, etc.

            79 votes
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              5 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Add more currency types

              There is no Kenya Shilling currency. Why? Please add it

              3 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • date of birth

                Contacts Date of Birth can't go back further 1970. Please put on list to rectify

                12 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Creating new document-folder for deal automatically

                  Hi,
                  I got a suggestion : When you want to copy or drag&drop existing documents to a new deal, this process is relatively complicated.
                  Pleas implement a function that automatically creates this folder.

                  Alternatively, maybe a good compromise.
                  In Deal/Document there is a " + Button" where you can select
                  Add Link
                  or
                  Add File

                  There should be a third selection named
                  Create Folder

                  Currently copying existing files e.g. from an existing deal to a new deal within windows explorer is complicated.


                  First you have to Add an existing file (I always use a 1 kB File that I delete…

                  10 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Release Outlook Customer Manager!

                    It is kind of hard to know how to make OCM better when I don't have it.

                    I have upgraded my subscription months ago waiting for the OCM icon to magically appear to no avail.

                    How about an accurate reply as to when you will make it available? I just got off the phone with TechSupport and they don't have a clue.

                    Todd

                    1 vote
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                      2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • sizing of add in window

                      You need to be able to size the time line window and the contacts display window - and change the font - its also scary that it opens internet explorer instead of edge-

                      2 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • 4 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Flag for Email to see if they are in the Contact manager

                          It would be great, to see in the Outlook mail inbox. if the contact is already flagged in the customer manager

                          64 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Timer and Journal

                            It would be fantastic if OCM integrated a timer and journal function for recording time on calls or in meetings etc. And a report roll up by day, week, customer, task etc.

                            12 votes
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                            • pin sub items of parent items like tasks

                              allow people to pin open sub items such as tacks of parent items like deals -

                              3 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Unable to import

                                I'm unable to import a CSV file, during the import process I receive an error message. No matter how many times I resume, the same thing

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add relationships link

                                  Each contact should be able to be assigned to a specific company and describe what the relationship is (such as auditor, vendors, payroll contact, etc)

                                  35 votes
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                                  • Infusionsoft, Wordpress, Amazon

                                    For sure, an integrated CRM is a good idea. You need InfusionSoft, Wordpress Membership, eBay, and Amazon Seller, and Shopify integration to give it traction.

                                    1 vote
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                                    • Timeline Posts - New Window

                                      Allow timeline posts to be clickable when it is a post, call log, or meeting log. Open into a new window so the post is easily readable. When hovered over, it only shows a certain amount.

                                      22 votes
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                                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Make it more reliable.

                                        Many times it fails, or pops up that it is not available yet to me (even though I was using it earlier in the day). Also, make things autosave so you don't accidentially navigate away.

                                        21 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Contact Pictures

                                          Show contact pictures in the OCM interface.

                                          56 votes
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                                            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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                                          Outlook Customer Manager

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