Hey folks,
I just don't understand the inability to use existing Office 365 groups. I have a public group for our Sales team, that external users can email. To use Staffhub to write a schedule for my sales team... new group. To use Office Customer Manager... New Group.... To use Microsoft Teams... new group. Its driving me insane! I can't use new features if they required duplicating everything I have done already to work. Beautiful interface, with no much potentail if it would just utilize my EXISTING Office 365 Group foundations.

Best,
jesse

Ability to paste data into Customer manager fields when adding a new customer.

Is it possible to access a stand-alone interface where I can see all my contacts at once? Currently I am only able to access Customer Manager by clicking on the icon when I have an email selected, but I cannot see my entire database of contacts.

Allow change of responsible person for a deal.

Improve search to include universal search using keywords through all fields

Please create a SETTINGS page for OCM and allow customization, such as disabling the "Focused" feature. Similar to how "Focused inboxes" can be disabled in Outlook.

Focused isn't a useful feature for my business. It's actually distracting.

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.

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.

When I enter certain valid e-mail addresses under Contacts and hit the SAVE button, OCM instantly converts the e-mail address into a very long string of gibberish.

One of my own personal @Yahoo.com e-mail addresses consistently does this and will not save with my correct e-mail address. :-(

Please fix and feel free to reach out to me if you need a screenshot or additional info.

Make OCM available for android phones

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.

In the contact card, there is phone number, email address, and physical address, but not a place for a website. I always review a new customer's site before sending out an email and often look again when checking in current customers to see whats new.

With the choice type fields

1. Not possible to add more than 10 choices
2. Not possible to have "multi-choice"

I can not add a new Сontact to the Company.
Error:
We are still working on creating this company.
Please try again later.
And so for several days already. Previously, everything worked.

I would like to have an easy overview of opportunities, and just export selected opportunities. I get a message that Authorization is denied, but I have full rights.

My company uses MailChimp for mailers & it would be useful to be able to have Customer Manager communicate with our MailChimp lists.

Whenever you wnat to save a file to a deal,contact or company, allow it to be dragged froom an email directly to the file tab.

How can OCM link contacts to Companies during import of CSV's when there are multiple companies with the same name, but different addresses? ie. J smith works with Contoso, based in London but there is also a Contoso, based in New York. Both companies are called Contosso, but I want to link J Smith (via CSV import) to the correct Company based in London. OCM should use more than the Company Name to automatically link contacts during import

Currently it is not possible to search or filter with custom fields…