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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Search/Magnifying Glass to do a global search
When searching "All Contacts" it seems to only pull names, not companies as well. If I type in a company name, it should return all associated employees.
12 votes -
Not sure why the "shared with" category is showing "Private" when all of my business contacts are shared. Can that be corrected?
Not sure why the "shared with" category is showing "Private" when all of my business contacts are shared. Can that be corrected?
20 votesThis is a known issue and we are working on it.
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add contact
When clicking on a recipient address in Outlook Email there should be an option to add to OCM not just Outlook contacts.
51 votes -
make OCM available also for additional non-exchange accounts
I can the OCM use only for my one Exchange account in Outlook. If I go to the additional IMAP and POP accounts the OCM button disappears.
17 votes -
I would like to open OCM from a contact's page, by finding a contact (in people) and then clicking an icon to find all the linked actions
Generally if I want to find out where I am upto regarding a particular contact I would go to that person's file (Contact page). But in OCM the OCM icon does not appear on the ribbon when in the contact page. this is crazy.
If I want to know who I need to call next, I can go to tasks, and there is the task and there is the icon for OCM, but if I want to know what I need to do next for Joe Dole, the icon is not there.
COntact management MUST be contact focused, NOT activity…12 votes -
Make Outlook Customer Manager available also offline
Customer data are in particular useful directly before a customer is visited. A typical situation is the flight to a customer. To look up data during the flight Outlook Customer Manager needs to be available also offline.
238 votes -
Able to customize deal table - column order and views
It should be possible to customize the table on the deals page including the following in order of implementation:
Deleting/hiding unwanted columns. For example, I am the only user in my business, so it's not useful to have a column in the table which says I'm the owner.
Able to re-order columns. Suppose there is a custom field I need to sort/filter on all the time. It's extremely inconvenient if I have to scroll way to the right to find it.
Able to name/save/recall views: For eample, the user should be able to customize a view (including specific columns, column…44 votes -
Ability to assign tasks
Allow Tasks to be assigned to other Users (internal) of an organization.
118 votes -
multiple deals with one contact
If I have multiple ongoing deals with one contact, I like to link incoming emails to a certain deal. Otherwise I see each and every email with that contact in each deal. Doesn't make sense, does it?
10 votes -
Can you share deals with individual members of your network instead of the group?
Can you share deals with individual members of your network instead of the group?
27 votesCurrently not. We are looking into ways of how we can improve the sharing experience though.
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To unlimit the amount of choices for a custom column with type "Choice" (current limit is 10 choices)
To unlimit the amount of choices for a custom column with type "Choice" (current limit is 10 choices)
8 votes -
Add space for notes in task
Add the ability to include notes as you progress through a task.
7 votes -
Create Reporting Capabilities
It would be helpful to have some level of reporting to evaluate key business metrics like conversions, length of time in the pipeline, etc.
86 votes -
Sending Mass Emails
Is it possible, or will it be possible to send mass emails from OCM?
Ideally having a function to create an advanced filter like BCM would be great.
This is a MUST for our company and many others I expect.
68 votes -
LinkedIn integration
Still waiting to get access to Customer Manager on First Release, but already have an idea. Just had a new business lead come in via LinkedIn message so being able to track that would be essential.
124 votes -
Shared contacts directly from Outlook
Please make sure contacts can be shared with everyone using Customer Manager from Outlook as well as via API-access for other systems. Global Address Books doesn't work well for SMBs.
155 votes -
Save shared contacts
Allow to save contacts created and shared by others in my contact list.
11 votes -
Share Select Emails, Because Obviously Want Some Emails to be Private
Please add a feature to select which emails are shared, because there will obviously be some emails that one might like to keep private from the rest of the team.
85 votes -
Contact categories or groups for mailing lists etc
I need an efficient way to tag, sort and group customers into e.g. Mailing lists. Multiple tags must be possible
82 votes -
Fix bugs: mutlitple contacts per company, multiple contacts per deal, share shared
This application is very glitchy, which is disappointing. Primary glitches I'm running into:
1) I am only able to add company to one contact. Thereafter, that company is not available to future contacts. 1-1 relationship? Same goes for deals. Once add, it's gone.
2) Shared contacts cannot be seen. Where do they go and why can't my co-workers see them?
I view these as core to OCM so I'm surprised to be running into these issues right out of the gate.
9 votes
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