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Allow Enquiry forms to match up to existing company records

Ideally the enquiry form would work as a 'search' searching for companies that matched the name
Guest about 2 years ago in CRM App 0

magic matrix not to auto update to aware when an awareness campaign is made.

when making a campaign to target a specific product using the magic matrix, currently all companies will auto be updated to aware of the product even before any action has been taken. for me this makes sense in a face to face campaign/event or for...
Guest 8 months ago in CRM App 0

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...
Guest about 2 years ago in CRM App 0

Remove automatic recalculation of quote prices on changing parent and copy quote, replace with a simple button/menu item

The logic and functionality around recalculating pricing on a quote is inconsistent and confusing, especially when compared with changing parents versus copying/importing quote lines. We could remove any automatic recalculation of quote values whe...
Guest about 3 years ago in CRM App 2 Investigating

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.
Guest about 2 years ago in CRM App 0

Ability to choose which source is primary in the two way sync

Currently the two way sync takes both systems as being equally correct. We have had a customer feedback that it would be useful to be able to set a primary source that was treated as the definitive record for information on companies
Guest over 1 year ago in CRM App 0

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...
Guest over 1 year ago in CRM App 0

Address lines when creating a new company

When creating a new company the address line for town/ city and state/ region is compressed and added to address line 2 and 3. https://www.loom.com/share/12b270a5541542d6a72873a1348b1fb4
Guest over 2 years ago in CRM App 0

Create reoccurring problems/call schedule

A customer needs to setup a reoccurring problem to remind them to contact customers on a regular frequency such as weekly, monthly or quarterly. Using problems, the customer can setup a problem pipeline and use a custom date field to track which o...
Guest over 3 years ago in CRM App 0

Add user help tooltips on fields

We should consider adding tooltips on certain fields in the CRM that are not totally clear as to what they actually do It could be shown by adding a little ? after the label and hovering over will describe what the field is actually for
Guest over 5 years ago in CRM App 0