Having the option to remove recall email notifications would stop a recall being actioned twice (once when the email is received and once when the recall is shown on Prospect). It will also stop clogging up email inboxes, as we know the recalls wi...
A customer has suggested that quotes are classed as an active engagement. The argument being if we've logged a quote for them they must have at some point been engaged in order to request the quote.
When using the Quote Line groups you can set a title in the CRM but sometimes these aren't customer appropriate or needed. Would be great to add an output to the Group Output settings as to whether the title gets outputted or not.
Integrating with additional payment gateways like Authorize.net would allow for sales people to collect payment for orders prior to shipping, which is common for CPG sales in the US.
Dynamically Create Report Then Send With MailChimp
If you wanted to send a specific report to customers, for example a list of all items they have ordered, there should be a way to integrate the report to a mailing system like Mailchimp and at the press of a button/a scheduled event trigger, it ca...
Ability to Set a Default Contact for Quotes/Orders
It would be useful to be able to mark one contact as the default so when quotes are raised against the company, it defaults to this contact for communication.
We have an general enquiry form on our website where customers can choose a department / enquiry type within a dropdown - it would be great to dynamically assign these enquiries to different users pending on the dropdown selected rather than manua...
Telephony (web-based TAPI) integration with RingCentral or AirCall or Twilio
RingCentral and Aircall are both well-established web phone systems with good API's and existing models for CRM integration... that would mean (in theory) integration isn't too hard to deliver.
Twilio perhaps via standard API's or via flex
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