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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. quando o contrato é recorrente assim como os valor diaria ou mensal

    seria produtivo e inteligente uma função de fechamento recorrente permitindo o calculo do tipo DIARIO E MENSAL.
    Simples e produtivo

    1 vote
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    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  2. Some way to identify if a note exists

    In each of the records you have the ability to add a "Note" Company, contact or Deal. The problem is that you are not able to see if a note exists without selecting it to see. Maybe similar to files show a (1) next to it to show that a note is available for that record.

    4 votes
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  3. 4 votes
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  4. 7 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  5. Large contact lists get stuck and prevent searching more than once

    When on the OCM view under add-ins in Outlook 2016, searching for a name in the contact list will show it. However, attempting to search for another name shows nothing and causes the entire OCM panel to hang (all views, contacts, today, deals, etc). You need to then click on a different section of Outlook (Mail, People, calendar, etc), and then click BACK to the OCM add-in page to be able to search again.

    This may be due to having a large contact list, but it is unclear.

    4 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  6. Filter on date contact was added

    We need to filter on when the contact was added so we can export them and add them to our mailchimp email lists.

    3 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  7. Deleted deals are still i Focus

    I tried to delete a deal, but the OCM stopped, then next time I tried to delete it is gone from the liste but still i Focus

    2 votes
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  8. 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 →
  9. 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 →
  10. 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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  11. 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 →
  12. 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 →
  13. 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 →
  14. 1 vote
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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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  17. 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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  18. 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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  19. 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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  20. Adding links to Files is broken

    when I click on a link I add to files, I get the always soulcrushing and mind numbing "you will need a new app to open this about" and then presents me with the mega time sink of going to the store to find it - in this case, when I have not one but 2 microsoft browsers on my pc :). What may be helpful to developers if they hopefully take action on this is the link is actually stored correction in sharpoint but the link that is formed on the OCM form has ^ where . should be

    6 votes
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    2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
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Outlook Customer Manager

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