Outlook Customer Manager access by contact on Outlook for Mac via Office 365

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New Contributor

I need to access Outlook Customer Manager content by contact.

 

I have MS Outlook for Mac, on an Office 365 subscription.

 

I have the Customer Manager add-in installed.  The button is present in the ribbon when reading email.

 

When in an email, I can access the Customer Manager functionality for the contact who sent me the email. I can create notes, tasks, calendar invites, and see past emails.

 

What I can’t do is access Customer Manager directly to see a list of contacts that have associated tasks etc.  This is what I want.

 

How do I get this functionality?

 

Thanks.

2 Replies
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Hi Dan,

 

Right now Customer Manager for Mac can only be viewed in sidebar. You may use OCM in OWA (Outlook on the web) as a workaround. Moreover, you may send us your feedback via the following link to let us know how you feels about using OCM for Mac.

 

https://outlook.uservoice.com/forums/407082-outlook-customer-manager

 

Many features of current programs might be designed and upgraded based on customers’ feedback. Your voice is important for us to improve our products.

 

Regards,

Leo

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Thanks.  I tried OCM on OWA.  My Office 365 subscription includes OWA but not OCM.  So I can't use the workaround.