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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. 1 vote
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  2. Google Calendar support

    Most of my scheduling I do on google Calendar most of my devices are android. Google calendar works well with maps. The calendar is also easy to share with other that are outside of my organization (my family) so I know where they are without having to install additional software.

    7 votes
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  3. Check into data stability in custom fields

    The data in the custom user fields (An inserted a column) in the Contact Record has been very unstable. It disappears.

    5 votes
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  4. 29 votes
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    1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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).

    8 votes
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  6. Increase number of Companies viewable from 250

    There is currently a limit of 250 Companies that can be viewed within OCM. As most users are looking at OCM as a replacement for BCM it would make sense to increase this to level to be dictated by memory capacity-there appears to be no such limit on contacts, yet in order for the database to work correctl each contact should be able to be associated with a company to enable correct searching.

    3 votes
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    This was a bug, which should have been fixed in the last week. Please open another feedback idea, if you are still encountering that issue.

  7. 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
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  8. Scan business card from the mobile app

    The obvious feature missing from the OCM mobile app is to snap a photo of a business card and it gets stored as a contact in OCM.

    44 votes
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  9. Company Create

    Added company, Can't add contacts as keep getting error still trying to create company. Also when amending the company info the save button greyed out and reverts back.

    1 vote
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  10. 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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  11. 1 vote
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  12. Streamline the file upload

    Uploading files to OCM gets the files stored in either the OCM Group (for Deals) or in the user's personal OneDrive (for Contacts and Companies). My suggestion is to streamline this.

    5 votes
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  13. sizing of add in window

    You need to be able to size the time line window and the contacts display window - and change the font - its also scary that it opens internet explorer instead of edge-

    2 votes
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  14. 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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  15. porque nao consigo editar ou excluir uma empresa cliente? ( why I can't edit or delete a client company?)

    não consigo excluir ou editar dados ou empresa cliente. não reconhece automaticamente os dados do outlook ou é impreciso.
    caso eu exclua um contato no custumer ele exclui nos contatos do outlook?
    a idia da ferramenta é boa mas falta muito ainda para ficar produtivo.

    -- I can't delete or edit data or client company. does not recognize automatically your outlook data or is inaccurate.
    If I delete a contact in the custumer he deletes outlook contacts?
    the idea of the tool is good but still a long way to be productive.

    1 vote
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  16. 5 votes
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  17. Allow Tasks created outside Customer Manager to be added to the Task List.

    Anyone who has been using Outlook for some time, has task they created or, will create that they may want to appear in the Customer Manager Task List including, tasks created from e-mails.

    111 votes
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  18. HUGE PROBLEM Data deleting by itself

    The data is somehow disappearing. I've already entered the company associated with a contact and it deleted it. There is additional columns that I added as well and it deleted that info. Please advise

    1 vote
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  19. BUG: Elements that couldnt be fully created are still showing up in OCM

    Sometimes during creation process (Contact, Company, Deal) the system can't complete the process of creating the element.

    BUT: OCM shows the element in grey and you cannot remove it at all from the system.

    1 vote
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    This sounds like a bug. Please contact support. In the meantime try clearing your IE cache, which will remove those items.

  20. Ability to assign tasks

    Allow Tasks to be assigned to other Users (internal) of an organization.

    126 votes
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