Cannot edit any Customer Manger: Contacts, Companies or Deals

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New Contributor

We have recently begun testing OCM in a move to get off of Sales Outlook as our CRM. I have setup the OCM on a couple of Sales user's Outlook 2016 accounts. I can create new contacts, companies and deals; however, when I go to edit a previoulsy created object the edit screen is blank. If I continue to click edit, the text around in Outlook proceeds to get smaller and smaller . ..  A panel does show up on the right side; howver, it is empty. I've already deleted the outlook app cache from Internet Settings but this same issue happens anyway. If i click on a previously created Business Contact to view the details, a blank pane opens. If I click a Company entry, the details show up but if I attempt to click a deal associated, the blank pane returns. If I attempt to click an associated contact, I show a little Icon saying the contact has been deleted or not shared with me even though that contact IS one of mine. If i attempt to go to the Deals page and click an existing deal, previously created, the blank pane comes back . .. 

 

Image of empty pane attached as jpg 

3 Replies
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Hi Clint,

 

May I know if all users in your organization encounter the same problem? You can disable OCM in Outlook Web App and re-enable if to check if the problem still persists.

 

Also, please tell us the detailed version of the Outlook client you used.

 

Regards,

Barry

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Hi Clint,

Hate to say this but OCM is not going to be the product you leave Sales Outlook CRM for. Its a far inferior product to what you currently are using. Please take a look around the forum here and you will quickly see how many people have tested OCM and quickly drop it like a hot stone. Please save yourself a lot of time and stress by not pinning hopes to OCM.

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unfortunatly . .. management jumped the gun on that . .. closed the account with SalesOutlook already. When I said "lets test this as a possible replacement" someone else said "lets cancel this and replace it" . .. . so, its either this or something else. . I think this could work as we only have three sales reps and its primary purpose is simply to keep each other up to date with all corrospondance with all customers. . . if this cannot handle three sales team members it should not have been released to public.