As a user there are times when multiple tasks are needed for a contact, opportunity etc. It would be useful if the system would allow multiple tasks to be assigned to an individual entity.
It would be beneficial to allow users to edit the dates on tasks.recalls they have set instead of having to create a new recall. Recalls that are accidentally set to the wrong date currently can not be changed.
Automated flows to send email follow-up and chasers based on CRM triggers
Many B2B operating businesses would benefit from automated emails being sent out, following on from CRM action. For example, if an order is confirmed and sent through to their accounts or inventory management system (Unleashed or Xero etc.), this ...
As a user it would be great if there was a task alert pop-up that would notify me in the system when a task was due in 15 minutes and when it was due in the same way that Outlook or Gmail will alert a user when a meeting is due.
The Task List Report allows an admin user to see the Tasks that a user has outstanding, but it is not possible to run a report currently to see a list of Tasks that have been completed.
Similar to other reports such as Opportunity where you can click on the edit/pencil icon and open a panel to amend the opportunity without moving away from the report. The abiluty to do this on a task list in order to quickly update notes/set a ne...
It would be useful to allow a customer to insert the link to an enquiry form without having to embed it on their site. This would allow them to send out links to enquiry forms in emails etc without having to directly embed it in their site.
Some of our users have many tasks in which navigating them can be difficult. If a user knows they have an outstanding opportunity for 'Steve' at 'Jam Jars ltd', they can either scroll through their tasks trying to find an opportunity in a sea of m...
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