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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. Leverage EXISTING Office 365 Groups

    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

    23 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Please add the ability to paste information into a new contact.

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

      9 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Stand-alone interface

        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.

        13 votes
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          3 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Allow change of responsible person for a deal

          Allow change of responsible person for a deal.

          17 votes
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            0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
          • Improve search to include universal search

            Improve search to include universal search using keywords through all fields

            12 votes
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              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
            • Post Windows OS software compenant requirements for OCM to fulley function properly.

              Please post somewhere in OCM a list of Windows software requirements that are needed for OCM to fully function properly.

              I have 10 PC's with OCM on them. The Windows 7 Ultimate 64-bit PC's run OCM without issues. However, two of the PC's with Windows 10 Pro 64-bit will not load the Deals tab in OCM. They appear to be loading eternally even after being left on for 24+ hours.

              Example #1: If I'm using Windows 10 Pro and I uninstall certain software components that come with Windows like "Mail" or "Calendar", will this cause OCM to loose functionality?

              Example…

              8 votes
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                4 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
              • Allow Disabling of "Focused" feature in OCM

                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.

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

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

                    2 votes
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                      0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                    • Certain Contact's VALID e-mail addresses are converted by OCM to gibberish. :-(

                      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.

                      3 votes
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                        2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                      • 18 votes
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                          0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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.

                          24 votes
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                            5 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                          • Please add a "Website" into contact

                            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.

                            4 votes
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                              1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                            • New custom type field

                              With the choice type fields

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

                              3 votes
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                                0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                              • I can not add a new Сontact to the Company.

                                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.

                                3 votes
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                                  0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                • Exporting business opportunities doesn't work (swedish version)

                                  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.

                                  7 votes
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                                    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Mailchimp integration

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

                                    3 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Allow files attached to emails the ability to be dragged to the files tab in a contact or deal or company

                                      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.

                                      3 votes
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                                        0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                      • How can you link a company to a contact when importing a CSV if there are companies with the same name but different addresses.

                                        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

                                        3 votes
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                                          0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Search with others fields

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

                                          2 votes
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                                            0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
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