Customers will find it very useful to have a calendar in the CRM, where they could preview recalls, appointments, orders created, etc. This could also be linked to outlook.
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.
Currently when importing stock levels from Cin7 Core, we do not have handling to support the same product being in multiple bins in the same warehouse, so the stock levels will not import for each bin location, and just overwrite the warehouse wit...
At the moment you can add an activity to company level / contact level. But you can only set follow-ups against a contact. It would be great if you could set up follow-up against a company. Or even better, be able to write your activities against ...
We would like to be able to re-allocate tasks in bulk to a number of different users. If for example, one of our staff is absent and has 60 due Tasks, we would like to be able to reallocate those to say, 3 other members of the team. There is no bu...
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 ...
currently setting tasks to remind us to send a bulk email to those contacts which we can do by exporting the list onto excel. However it is incredibly time consuming to then have to clear each of those contacts of the task individually. Would be g...
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.