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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. Enter a contact's date of birth by typing it mm/dd/year format rather than selecting it on the calendar with a mouse.

    Rather than only having the option of choosing a contact's date of birth using your mouse and changing the month, days, and year on the calendar, please allow typing the date of birth in the month, day, year format.

    I find typing the date of birth MUCH faster, especially when I'm entering many contacts into OCM at a time.

    16 votes
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    1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  2. Within OCM have levels of permissions for access rights.

    Within OCM - be able to permit levels of permission for users. At the minute it is either private or public. Even better would be to have OCM within existing groups of office users, so therefore only certain users can see workflow for sales/projects etc.

    35 votes
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    5 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to set default value to YES for sharing contacts and deals

    When using outlook customer manager and adding in contacts businesses or deals the default value to share those is set to No. I want to be able to have that default value set to yes since we want to be able to share contacts and deals pretty much every time by default.

    246 votes
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    21 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  4. We have upgraded to E3 and lost our Customer Manager! How can we get it back please?

    Customer Manager was lost in our upgrade to E3. We would like it back please! Thank you.

    94 votes
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    10 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  5. Syncronize with local Outlook contacts

    It is nessesary to have the Business contacts that are shared with all available in a seperated contact Folder under the normal inbox contacts or integrated in this. If not it is not posible to have the contacts on mobile phone to see who is caling me. Another thing is i want to open an email and type the name of an contact from ocm.

    164 votes
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    5 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  6. Sort and change columns order on deals list

    Last upgrade, we lost the sort feature on Deals lists as well as moving or changing the columns order. That was an excellent feature to follow deals.

    154 votes
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    16 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →

    We are sorry and are working on bringing it back as soon as possible. With the old implementation we had some issues with loading a lot of deals and contacts, so we had to make the change to improve performance.

  7. Ho long should I wait for my idea to be approved?

    Hello,

    How long should I wait for my idea to be approved and posted? I'm kind of disappointed.

    1 vote
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  8. Please provide Product for Office 365 Pro Plus

    Please provide Product for Office 365 Pro Plus so we can use it on Terminal Server as well.

    1 vote
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    0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  9. Missed Call Search

    Please make searching OCM Contact phone #'s easier and consistent. If my business misses a phone call and wants to look that number up in our OCM Contacts OCM won't display all phone numbers. Right now I can search for my own cell # that I have under a Contact and it doesn't come up.

    6 votes
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    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  10. Mass delete of Companies and other bulk data - Data Reset or Clean Sweep Option

    Mass Delete of Companies and other bulk data - Reset Option. I've been working with OCM for about a week and believed I was ready to import 2100 companies from another CRM. Unfortunately, I did not get the new list columns right and need to clear all current companies but there's no option I'm aware of to do so.

    54 votes
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    12 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow multi-select of contacts and then allow setting all selected contacts to Shared status

    There should be the capacity to select multiple contacts in the OCM interface in Outlook 2016, and then change certain settings on all selected contacts - but most importantly their shared status.

    Often, smaller companies all share the contacts and deals they are working on. When someone joins the OCM and brings their contacts in, not being able to share them all, or a specific subset with one or few clicks, is a major barrier to getting on board with the software.

    94 votes
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    7 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  12. 59 votes
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    1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  13. One contact with multiple deals isolate emails

    I have a contact that I work with on multiple deals, I would like to isolate each email based on its appropriate deal. I would also like to ensure that emails that are not related to any specific deal are not shown on any deal.

    50 votes
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    3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  14. Keep exact time of Auto phone log after editing subject of phone call

    When logged calls are edited, the exact time of the call is lost and you can only choose from 30 minute intervals. The time defaults to 12 AM and the exact time of call is lost.

    17 votes
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    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  15. Most of the time, data written in forms are not implemented when saved.

    When creating customer data is synced so slow that when saved, most of the details are not included. After editing, new data are either not synced or is synced but really it is not synced. In practice, this makes it difficult to work in Outlook, as the addon is most of the time just not implementing anything

    12 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  16. Assign a deal after it has been created

    It would be great if a task could be created by a user and then assigned to a different user.

    e.g. A telesales creates a deal and then assigns it to an external sales rep.

    48 votes
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    1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add Job Title field in contacts

    Each contact needs to have a job title - when you import contacts it lets you map to the field, but you can't see it anywhere.

    135 votes
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    11 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  18. group sharing

    I shared my files with two people of my company. They see the contact but not the companies. Offers appear from time to time

    62 votes
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    9 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  19. duplicates

    When loading business contacts (over 200) it has duplicated most of them. And to make matters worse you cannot delete more than one at a time. This has cost me hours and frustrated me to no end. I cant use this software because it is so bug filled I am scared that whatever I put into it may get lost or worse. Please fix ASAP.

    38 votes
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    3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  20. How can I adress an task to my college inside the Customer Manager?

    I like to address a task for one customer to my college but there is no field to address the tast to someone, What du I have to do?

    47 votes
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    3 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
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