Add functionality to support Exchange level rules on CRM General inbox address
When setting up an exchange level rule to forward emails to the CRM General inbox address, the parser will reject these as the Exchange will not change the sender address, so the email will still be from the customer and will fail the check for be...
Currently the leaderboard is updated overnight in the maintenance runs. A customer's users are really enjoying the competition that the leaderboard provides but having to wait until the next day can be frustrating. They would rather be able to che...
A customer uses Whatsapp to contact customers so would find it useful to be able to open Whatsapp from the contact's phone number on the contact record to message them through the platform.
A customer would like to default a tax code whenever a new customer account is created via the CRM. As for their business most customers will always be taxable at one rate.
Option to split quote with opportunity fields so that quote can be placed under new opportunity
Currently it is possible to create a quote under a contact with fields that would usually be found on an opportunity such as a pipeline. It is not possible at the moment to change parent on these records to move them under an opportunity if this w...
When adding contacts to a Campaign from the contact record, it would be useful to have a recently used list of campaign activities. At the moment you have manually search each time.
Alert for when CRM Inbox can't find contact within the CRM
Currently if the CRM Inbox can't find the contact in the CRM it won't save the email chain. It would be handy to have an alert for when the CRM Inbox can't find the contact.
A customer would like the ability to see when a customer changed from one segement to another and be able to report on this. At the moment you are only able to see thier current segement in the RFM Anayalsis
Guest
almost 4 years ago
in CRM App
1
Good idea awaiting more votes
The BCC option to save emails into Prospect is really useful however when it displays in the activity section of the contact's record - it just shows as 'System Added'. It's difficult to see who sent the email without clicking on the email within ...
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