Customer Manager Feature

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Occasional Visitor

I am trying to use Customer Manager. I have outlook 2016 for Mac via office 365.  I’ve been through office support tutorials and found it easy to add a  single contact. However,  I want to add a COMPANY, so we can assign contacts to a company and look up the company on its own if we choose. Your tutorial shows how to do this however, on my outlook for Mac I can't access  the detailed view of customer manager.  Your tutorial shows directions for PC (http://prntscr.com/h8a7v9). Please advise on how to access this detailed view via outlook for Mac.

7 Replies
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Hi Kim,

 

To use Outlook Customer Manager, you need to have an Office 365 account which is under an Office 365 Business Premium subscription, enabled first release and have an OCM license. Please kindly check if you meet all requirements first.

 

About the tutorial, do you mean this article?

https://support.office.com/en-us/article/Video-Create-and-manage-company-contacts-in-Outlook-Custome...

 

This article is applied to Outlook for Windows application. If you have a Windows PC, please try the steps in the video and then check if it helps. Or, you can tell us the detailed version of the Outlook for Mac client. We’d like to help you check if there is any problem with this Outlook for Mac client version on our side. Your cooperation is highly appreciated.

 

Thanks,

Barry

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I'm trying to use Outlook Customer Manager in my Mac. I have macOS High Sierra 10.13.2 and my Outlook version is 16.9, but I only see the Customer Manager option in the emails, but I cannot use the rest of the functionalities.

 

Please, could you tell me if OCM is available to MAC?

 

Thanks.

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Hi Mauricio Rostán,

 

Yes. We can use OCM in Outlook for Mac. If you encounter any problem when using OCM in Outlook for Mac, please post a new thread and we will help you.

 

Regards,

Barry

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Thanks Barry for your post.

The problem that we have, is that OCM is in the Outlook, but, only is available in the emails to create contacts, and opps. But we don't see OCM as in the image that I attach. We don't use the OCM to create report, companies, etc.

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Hi Mauricio,

 

You need to open OCM from the bottom left corner of the Outlook client interface and select add-ons.

 4.png

Regards,

Barry

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Thanks Barry.

We don´t have this option in our Outlook. We use outlook 16.9 (180116).

Add image!!!

 

Captura de pantalla 2018-01-29 a la(s) 11.54.55.png

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Hi Mauricio,

 

It’s not feasible to access that interface in Outlook for Mac. If you are interested in this feature, please submit your feedback to this link:

https://outlook.uservoice.com/forums/407082

 

Thanks,

Barry