Outlook Customer Manager - Companies do not display in the list

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New Contributor

Hello

We are exploring using the Outook Customer Manager tool in O365 . We have the Business premium subscription.

I added some contacts with companies specified, I also added companies on their own. However when I click on the companies tab in the OCM, nothing appears in the list. I do not have any filters selected. 

The same thing happens if I create a deal - it will not appear in the list when I select the deals tab.

All my contacts do appear in the list when I click the contacts tab. Does anyone know why that is happening? Thanks!

 

 

3 Replies
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I am experiencing the exact same problem and cannot figure it out!

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Unfortunately I have wasted alot of time trying to make what looked like a simple but effective solution work for my team but ran in to issue after issue - it seems this tool is not stable enough to use. 

This is just one issue. The same issue occurs with Deals. Also, when I imported the contacts, the company names assigned have an exclamation next to them saying they have been deleted or not shared with me. I edited the company name and made sure it was added and shared and did this for all contacts and their companies. When I rebooted , they were all flagged again with the same issue.

I cleared the internet cache several times . I tried loading manually but still have the issues.

My teammates do not see all the contacts I added even though they are all shared.

No response from forums on these issues and I see many others have the same issues and more . I submitted feedback through the app with no response.

And the roadmap does not mention OCM at all .

I have given up on OCM and am evaluating  other tools now which is frustrating since we have paid for OCM with the O365 business premium subscription. 

 

 

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Same here, losts of problems. Are there any plans to resolve the issues with OCM?

 

I see 25 delas, my coworker only sees 1