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1. Need database maintenance utlities

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   0 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   burkeadvisory supported this idea  ·  Mar 7, 2017

2. Custom dashboard, views and informs

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   1 comment  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   burkeadvisory supported this idea  ·  Mar 7, 2017

3. Please Provide Documentation

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   burkeadvisory supported this idea  ·  Mar 7, 2017

4. When adding a contact database, the field titles come up in French. ???

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   0 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   Working on it  ·  Outlook Customer Manager responded

   WE have a bug and are working on fixing this.

   burkeadvisory shared this idea  ·  Mar 7, 2017

5. Links to Tasks, Appointments and Folders

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   4 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   Under review  ·  Outlook Customer Manager responded

   In the files tab, there is the option to add a link. Let us know, if that helps you.

   burkeadvisory supported this idea  ·  Mar 7, 2017

6. Company 'Website' field should be hyperlinked.

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   0 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   Under review  ·  Outlook Customer Manager responded

   When looking at the company you will see the hyperlink under the deal name. When in the details of the compnay there is an icon on the left hand side, which opens the link. Currently you are not able to open the hyperlink in the grid – we are looking into this.

   burkeadvisory supported this idea  ·  Mar 7, 2017

7. Provide for uploading an image to a Company

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   1 comment  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   burkeadvisory supported this idea  ·  Mar 7, 2017

8. Column Filtering and drop-down menus

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   4 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   Working on it  ·  Outlook Customer Manager responded

   We have introduced the ability to filter by user created columns. We are working on more types of custom columns.

   burkeadvisory supported this idea  ·  Mar 7, 2017

9. Sending Mass Emails

   74 votes

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   5 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   burkeadvisory supported this idea  ·  Mar 7, 2017

10. Create deal templates with pre-set task list

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    0 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    burkeadvisory supported this idea  ·  Mar 7, 2017

11. Create Reporting Capabilities

    90 votes

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    5 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    burkeadvisory supported this idea  ·  Mar 7, 2017

12. Send email or meeting request from Deal list

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    1 comment  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    burkeadvisory supported this idea  ·  Mar 7, 2017

13. Bulk Delete Data

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    10 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    burkeadvisory supported this idea  ·  Mar 7, 2017

14. Why there is no video tutorial?

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    0 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    Working on it  ·  Outlook Customer Manager responded

    Thank you for your suggestion, we are working on it.

    burkeadvisory supported this idea  ·  Mar 7, 2017

15. Flag for Email to see if they are in the Contact manager

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    burkeadvisory supported this idea  ·  Mar 7, 2017

16. Contact Pictures

    58 votes

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    1 comment  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    burkeadvisory supported this idea  ·  Mar 7, 2017

17. More field options when importing

    48 votes

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    7 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    burkeadvisory supported this idea  ·  Mar 7, 2017

18. Contact categories or groups for mailing lists etc

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    9 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    burkeadvisory supported this idea  ·  Mar 7, 2017

19. Integration with social platforms

    45 votes

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    2 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    burkeadvisory supported this idea  ·  Mar 7, 2017

20. Visualization of Sales Funnel

    86 votes

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    0 comments  ·  Outlook Customer Manager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    burkeadvisory supported this idea  ·  Mar 7, 2017