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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. Xero integration

    Xero integration with Customer Manager would make great sense, copy over quote/deal information from Xero and vice versa

    10 votes
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      2 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Outlook MAC

      Will this also be added to outlook for mac?

      256 votes
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        40 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Add more currency formats

        Right now it supports $. Would be great to be able to pick the currency when adding a deal.

        30 votes
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          23 comments  ·  Flag idea as inappropriate…  ·  Admin →

          We currently support several currencies. To change the currency. Go to the deals tab in the module, on the amount column click on the pencil icon. Here you can select another currency. Let me know if this doesn’t meet your needs.

        • Company Tasks shown under contacts

          When viewing the Contact info (Deals, Tasks, Timeline), show items that are assigned to the same company as the contact. Currently, only tasks specifically assigned to the contact are shown.

          20 votes
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            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • Share with Specific Colleagues or Groups

            Share contact, deal, company, task, etc. with specific colleagues or groups. Right now "share" shares with the OCM O365 Group. Please expand this to other contacts and groups.

            Great feature! And iOS app is coming along nicely.

            59 votes
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              6 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 7 votes
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                4 comments  ·  Flag idea as inappropriate…  ·  Admin →

                You cannot delete default columns. You can add new columns (see add new columns in each list). We will look into adding phone numbers to the default columns. Also you can move columns with drag and drop, so you can move Shared with to the end, if you want to.

              • 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.

                4 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Provide for uploading an image to a Company

                  Rather than the generic company image, I would like to upload a custom image.

                  17 votes
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • 8 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Send email or meeting request from Deal list

                      When a company is selected in the list, clicking Email or Meeting from the Communicate tab will open an Outlook item with the contacts pre-filled. The same experience does not occur when clicking the buttons with a Deal selected.

                      14 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Streamline the file upload

                        Uploading files to OCM gets the files stored in either the OCM Group (for Deals) or in the user's personal OneDrive (for Contacts and Companies). My suggestion is to streamline this.

                        5 votes
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                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • Export Task List

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

                          6 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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.

                            6 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add troubelshooting ways

                              When it works, there is critical data. Contacts, Deals, but there is no clear indication of the Customer Manager's with Groups in the cloud, where the data is backed up or how to access CM data in the cloud. When it breaks there is not indication of the service being up, down, or how to retrieve the data.

                              3 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • How to change GUI language?

                                Simple question, how can I change the language of the GUI?

                                4 votes
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                                  3 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                  Outlook Customer Manager shows you the language of your Outlook. If you change the language of Outlook or Office in general. Outlook Customer Manager will change. We support a wide range of languages, but when we don’t we will fall back to English. What is the language you are looking for?

                                • Column Filtering and drop-down menus

                                  As a database it is useful to be able to filter the data you input. It is currently possible to filter for the pre-determined columns, but not for user created columns. In addition for user created columns it would be useful (similar to some of the pre-defined columns) to be able to select a drop-down menu and pre-define the choices of text entry.

                                  30 votes
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                                    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Modify layout?

                                    Is is possible to modify the layout (add new fields and pages) like in BCM (Business Contact Manager)?

                                    34 votes
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                                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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.

                                      6 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Provide a link to the App Store to download the iOS version.

                                        Since it's available now, please provide a link to the App Store to download the iOS version.

                                        11 votes
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                                          3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • More field options when importing

                                          There were a lot more field options on BCM when importing Contacts, Companies and Deals. One major setup I have in using OCM, is that I cannot associate a number of fields to my contacts. Most importantly: Company, Mobile Phone and Category.

                                          45 votes
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                                            7 comments  ·  Flag idea as inappropriate…  ·  Admin →
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