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Add email notification of RFM

It would be handy to get an email notification if a customer changes RFM segment. This could be like the ones we already have where it can be weekly, monthly etc. This will allow Users to track more easily when a customer is in decline and help no...
Guest 5 months ago in CRM App 0

CC other recipients when sharing items to multiple people

Please can the share alert include all people selected as recipients in the To: field of the email.When using the share functionality in CRM if you select multiple users then recipients are unaware who the message is sent to and if anyone replies ...
Guest 5 months ago in CRM App 0

Do not set Problem Type 1 to default to Unknown

When creating a problem record, the Problem Type field 1 will default to Unknown (_UNKN_) even if that type has been obsoleted. We should change this so it is not auto-populated with that as a default.
Guest 5 months ago in CRM App 0

Add General Use template

Currently you have to specify a merge entity when creating a document template. This will limit where in the CRM you can use the template, however you might want to create a boilerplate text only template, merging only the sender information and c...
Guest 5 months ago in CRM App 0

Magic Matrix Summary

When filtering on a category and product/account manager, it would be really useful to see a summary of the total number of customers and a breakdown in the count of statuses e.g.: 100 customers, 60 Unaware, 20 Aware, 5 Opportunities, 15 bought.
Guest 5 months ago in CRM App 0

Make Fields Required pending on pipeline status

Setting fields to required (compulsory) is a good feature but it could offer more benefits by expanding this functionallity to capture information at a later stage in the pipeline that you wouldn't have before a quote is confirmed.If you could spe...
Guest 5 months ago in CRM App 0

Mark Field as Required For Specific Statuses

It would be a nice addition if you could specify that certain fields are required to be filled in on certain statuses. There is a use case for this, for example, if you wanted to ensure users are inputting a tracking number on a quote. This is not...
Guest 5 months ago in CRM App 0

Have a default value for required fields so you don't need to fill it in

Most record types, like Opportunity, have system required fields like 'Size'. These have to have a value but for some Customers these fields aren't needed for their processes. Now that we have the default value, it would be great to have an option...
Guest 6 months ago in CRM App 1

Export relationships from related tab

When looking at the related tab there is no way to export the related list to excel without building a report on relationships and filtering this down as expected. It stream line the process of reviewing these relationships is our users were easil...
Guest 6 months ago in CRM App 0

More detail in Access CRM Notification alert email

Please can more detail be added to the Access CRM Notification alert email ?For example it would be ideal to see what form the submission is from so you don't need to look at it straight away if it is just a mailing list subscription.Some basic de...
Guest 7 months ago in CRM App 0