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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. Mobile Client - Add separate tabs for companies and clients

    Please add separate tabs for contacts and companies in the mobile client. This just additional clicks for me to get where I want. If you decide not to add a separate tab then at least remember which segment was selected. Currently it always go back to Contacts.

    8 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  2. Task Categories

    Allow assignment of a task to a category when being created. I sort my tasks by context, ala GTD. Being able to add context to a task (@Computer, @Calls etc.) would be a big help. It would save the step of having to go back to the task list and sort your newly created OCM tasks.

    12 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. 16 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. OCM, Onenote and Office Lens Business card scanning

    I've used Office Lens to can business cards and capture the information. Works great, but the default storage in Outlook is contacts. Why can we not store to OCM directly?

    9 votes
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  5. does not seem to be syncing accross computers

    I enterd many deals in computer A - signed on to computer B and the deals are not showing up

    12 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add Business Contacts tab in OCM Mobile IOS

    A Business Contacts tab would be helpful in IOS Mobile apps

    9 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  7. Deleting and sharing of custom columns

    I added a column for contact information and then had to delete it so that i could change the Column type but it will not update. It keeps only the options of the first time i added the column. Suggestions, 1) debug better so your product works 2) let us change the column type without deleting it 3) i get an error when i try to export (see comment 4) let other people i share the contact with see my custom added columns. Overall, I was hoping i could recommend this tool to my team, but it still has significant…

    6 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →

    Hello, thank you for contacting us. Here a few answers to your questions:
    2.) This is technically not possible at this time. I suggest the new field type you want to create. Try by naming it slightly different and then renaming it after the creation.
    3.) This is a bug, we are working on
    4.) this is a bug we are working on (sorry) – please also contact support, so we can get your contact information and can look into your account.

    We are working on the issues and it is partially available in Mac – you can see the email integration there.

    Hope that helps for now.

  8. 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.

    31 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Field Formatting

    'Date' columns are formatted Date/Time: 2015-08-26T00:00:00. When adding a column for a date, there should be 'format' parameter:
    mm/dd/yy
    mm/dd/yyyy
    mmm, dd, yyyy
    mm/dd/yy hh:mm:ss
    mm/dd/yy hh:mm
    mm/dd/yy hh:mm am/pm

    With the ability to add hours/minutes in the edit mode. Currently there's a date selector but no time selector...

    10 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. birthdays

    When adding a birthday to a contact it doesn't seem to do anything, I would think a reminder added to the calendar would be default. If this is the case it doesn't work. It actually shows the birthday in my iPhone calendar but no where in the outlook iPhone app or outlook for desktop.

    5 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    24 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add more than one email to a Business card

    It would be good to add more than one email.
    I like to have several emails saved e.g. enquiries, accounts, procurement.
    There is nothing worse than trying to issue an invoice and not having all the right emails at hand

    10 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Mobile Client - Add Alphabetical scroller to contacts and companies list

    I have over 300 entries in my companies list now. It's too unwieldy to scroll through it and I don't prefer to search. It would be nice to see an alphabetical scroller on the right or be able to click on a letter and see a list of letter to jump to (kind of like how Windows Phone used to do it).

    6 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  14. Make it more reliable.

    Many times it fails, or pops up that it is not available yet to me (even though I was using it earlier in the day). Also, make things autosave so you don't accidentially navigate away.

    22 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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.

    24 votes
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  17. Company doens't appeared

    When I start importing my contact from outlook, everything's ok except the company name.

    1 vote
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  18. Use localized date format on Task List in Today view

    Date dates on the Task List are displayed in US format which is ambiguous and misleading for non-US users. For example, I entered a due date of 9 June 2017 displays as 6/9/2017 on the task list - which is 6 September 2017 to Australian readers.

    7 votes
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  19. Deleted contacts keep reappearing

    I've been trying to delete some contacts this morning, and they keep reappearing after a few minutes. I've tried from multiple machines now but these entries keep coming back.

    17 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Custom dashboard, views and informs

    Are ideas included in your roadmap? I'm looking for some functions already included in BCM.

    18 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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