Filter, companies view, loading, focused and timeline issues in OCM

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Occasional Contributor

Hi all --

 

posted something a week ago in this forum about this same issue, and it was suggested to me to clear my cache, which I have since done in the following ways:

 

  • Deleted all Internet Explorer browsing data, app cache
  • Removed and re-added the OCM add-in through my outlook add-in manager as well as the 365 admin portal
  • Updated and also completely re-downloaded and reinstalled Outlook
  • Removed Outlook profile and all cached information, then re-added Outlook profile

 

The following issues are still occurring:

  • The filter button is still not showing up in the Contacts view (but it is showing up in the Companies view, and it is showing up for my colleagues)
  • There are 700-something companies available in my OCM mobile app, but only 98 in the desktop version
  • The 'Focused' pane on top of the Contacts and Companies views is just continuously loading
  • On the Today tab, the task list just says that it's 1% loaded
  • My boss whom I recently downgraded from E3 to Business Premium specifically for this app has a different timeline layout from me, but I can't see a way of actually manually updating the add-in so we have consistent views across the company?

 

These problems persist even with a new installation of Outlook on another computer. 

 

It's pretty disappointing, because honestly if it actually worked consistently and I could overcome these issues, OCM looks like a really great program! All the things we need for the business!

 

Any help would be appreciated.

9 Replies
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Hi Petra, 

 

For this issue, may I ask if it happens to all your accounts or just a single OCM account? This is check whether the issue is related to specific OCM account. 

 

Regards,

Leo 

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@Leo Zhao wrote:

Hi Petra, 

 

For this issue, may I ask if it happens to all your accounts or just a single OCM account? This is check whether the issue is related to specific OCM account. 

 

Regards,

Leo 


Hi Leo,

 

Thanks for responding! Yep, it’s just with my account, not my colleagues. I just uninstalled outlook and all of Office and reinstalled from a colleague’s Office 365 account, but to no avail. All the problems are still there. 

 

It seems to be actually tied to my account, not just some browser or app settings or anything local that can be fixed by a refresh, clear or re-download. 

 

What’s weird is that my mobile apps, on my iPhone and iPad it’s all working fine. 

 

Any help would be amazing — looking to roll this out more widely to my bosses for our medium sized business.

 

Cheers,

 

Petra

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I am experiencing the EXACT same problem as of Yesterday (10/10/2018)

 

Outlook customer manager is not syncing contacts/companies/deals to my devices as of yesterday morning/afternoon. We have 392 business contacts, we have 260 companies, I made probably 95% of them, but only 139 contacts and 96 companies are showing on either of my devices. The other user can see all contacts and all companies. When I load OCM, and go to the contacts tab, Where it lists the total number of business contacts, it flashes "392" then instantly re-loads and shows "139" Scrolling down, causes it to error out, and ask to be restarted. Restarting doesn't fix anything, it just goes through all those steps again. I'm unable to access almost 2/3 of my client information. I don't know if it matters or helps, but the "Focus" line is having trouble loading as well. It loads forever as of mid-day yesterday and never finishes. This is work stopping. Can anyone help?

 

We've tried clearing the Cache with IE, and allowing it to exceed limit, which usually solves most OCM issues to date, but isn't solving this one.

 

We've made sure we've installed all windows updates. The issues exists on computers running windows 7 and Windows 10.

 

Using the "Microsoft Support and Recovery Assistant for Office 365" tool I logged the issue. Is there someone I can send the logs to? Will this help?

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Is there any update or workaround on this issue? I'm still experiencing all of these technical issues and we're entering our busy season. It would be great if I could use OCM as I intended during the busiest time of our year.

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Ha! Nevermind! Either that's the best customer service in the world or a miracle happend. Right after I sent the last message, I reloaded and it's all working again! Thank you!

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@Shalise Day wrote:

Ha! Nevermind! Either that's the best customer service in the world or a miracle happend. Right after I sent the last message, I reloaded and it's all working again! Thank you!


I'm so glad! What a relief! When you say that you reloaded, what did you reload? I'm still very much having the problem.

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Sorry it looks like I celebrated too soon. Most contacts are syncing, about 24% are not, though all companies seem to be. Also, though I can open a company it's giving me a weird error on the linked deals. I made these deals and shared them, it's telling me these deals have been either deleted or are no longer shared with me. When by business partner logs on, he can see the deals and edit them, they are still linked, not deleted, but he can't share them with me. The grayed out areas make it clear that it's my deal, and that I shared it with him... Any ideas?

Highlighted

@Leo Zhao wrote:

Hi Petra, 

 

For this issue, may I ask if it happens to all your accounts or just a single OCM account? This is check whether the issue is related to specific OCM account. 

 

Regards,

Leo 


Hi Leo,

 

I actually have an update for you on what I've tried and where it currently stands. So far I have:

 

  • cleared all memory and caches from IE
  • removed and re-added the OCM add-in
  • reinstalled the Office 365 suite from a colleague's account
  • re-added my Outlook profile on each computer
  • deleted and redownloaded/ re signed in to OCM on my mobile devices

 

In an effort to see what was going wrong, I deleted the contacts from the 'All Contacts' list of OCM on my computer, and now this has happened:

 

  • My iPad and iPhone are correctly showing that I have two contacts in my Outlook contacts showing up in OCM, plus one that my colleague has added and shared
  • My work laptop has only my two Outlook contacts in OCM 'All Contacts' list, and the 'Filter' button has reappeared in the Contacts pane. After I deleted all the companies, however, the 'Filter' button has disappeared from the 'Companies' pane.
  • My home laptop (I only use Outlook for my work email) has 136 Contacts in the contacts list, with many that I'd deleted before from my work laptop and iPad.
  • The 'Focused' pane on both laptops is just perpetually loading without bringing up any results.

 

All my operating systems, Office 365 programs and everything else is up to date and consistent across the computers.

 

This is a pretty catastrophic error for a contact management system for a business, so I'm hoping we can get it sorted out within the next week, otherwise I'll have to recommend to my bosses that we switch to the Google suite of office apps.

 

It's disappointing because OCM has such promise! Is there anyone you can put me in touch with to help sort this out?

 

Cheers,

 

Petra

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Same problem with great 365 exchange tech support trying to solve it now for 3 days, no joy.  Looking at eWay as an alternative Outlook embedded CRM.  We have spent at least 5 hours on support screen sharing so haven't been able to evaluate the OCM product, yet.