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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. OCM requires IE to work: Make it more explicit.

    If IE is not present, OCM displays a message "your browser is not supported", but the support page indicates that Edge is supported. This is misleading. Ultimately, would be nice if Edge support OCM natively.

    4 votes
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • Please Provide Documentation

      I really, really want to like OCM but have had nothing but problems getting it working. If I could trust it, I'd be recommending it in a heartbeat to one of my clients, which would get them to subscribe to O365.

      Shortcomings from the administration/setup point of view:

      1) no real documentation to be found anywhere;
      2) No information on scripting/custom imports.
      3) No ability to import journals from older versions of Outlook.

      As an admin, I need documentation. I hate having to open a support request because of general error messages. A FAQ is not sufficient.

      15 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Links to Tasks, Appointments and Folders

        I see someone suggested linking to existing tasks (including those created from an email) but also an existing appointment from Calendar. Also, would like to link to a directory Folder not just files.

        23 votes
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          3 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 5 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 5 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Include a link (both ways) to one note so we can add extra details, clippings etc

              Include a link (both ways) to one note so we can add/link extra details re meetings, web clippings etc

              42 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • The color of the contacts should be in sync with the color of categories and we need to be able to categorize contacts

                Categorizing Contacts and Color Coordinating them between their category and emblem with initials.

                23 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • The Grid Control thas shows the matrix of Contacts, Companies and Deals needs to be editable.

                  A Grid Control should be editable like an Excel spreadsheet. Having to select a record, select 'edit mode' then navigate/scroll down the specific field, is not productive. Takes us right back to the 1960's and working on IBM mainframes.

                  21 votes
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • Tasks editable only by user who enters them

                    Although it is possible to enter tasks within OCM which are also viewable by other authorised users (if the Contact/Company/Deal is shared). The other users cannot edit the task, mark it as complete or see the end date. In addition if the task user marks it as complete other users still see the task as open. Ideally other users should be able to amend tasks, but at the very least should see completed tasks as completed.

                    30 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Integration with Dynamics 365

                      Love the interface not sure if this app is to replace Dynamics or enhance it?

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Sort by last item in timeline

                        Is there a way to sort contacts by last contact / timeline item? seems like this is important functionality currently missing.

                        10 votes
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                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • more viewing options for tasks. similar functionality that is in outlook tasks.

                          More viewing options for tasks.

                          Allow view filters including categories.

                          10 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Allow User to Select the Task List

                            Currently, it seems that the Task list (at least the one on the Today tab) is pulling from the Outlook To Do list. We have to be able to choose the task list because all tasks are to do's but not all to's are tasks. Plus, the To Do list can pull in personal to do's and tasks, which are not relevant.

                            16 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • 2 votes
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                                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                              • Company 'Website' field should be hyperlinked.

                                Long pressing or double clicking any url should launch the default browser and load the linked page.

                                15 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                  When looking at the company you will see the hyperlink under the deal name. When in the details of the compnay there is an icon on the left hand side, which opens the link. Currently you are not able to open the hyperlink in the grid – we are looking into this.

                                • 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 →
                                  • 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 →
                                      • 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 →
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                                          Outlook Customer Manager

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