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Filters on Quote Chasers

We want to start using quote chasers. However, to do so, we need to be able to filter them going out by pipeline and/or value. Turning it off for some and not others would not work for us.
Guest 3 months ago in Automation 0

Ability to filter by kind of task

The ability to filter by the kind of follow-up task, particularly useful when using custom task kinds. For example, you could filter out general 'follow up' tasks to see only more major tasks. This would be best if a task filter could be applied t...
Guest over 1 year ago in Automation 0

Add an activity at company level and link a contact

It would be great if you could add an activity at company level with a drop down box so you can select the contact you spoke to (or leave it blank if its a generic note).... this would save time going into the company then into contact... Also, be...
Guest almost 3 years ago in Automation 1

Correct Allignment of Address Fields

Correct Field Mapping of addresses when using the postcode finder - currently the address just fills in on the lines but doesnt always allign the city into the city field [it may for example end up in the town field]
Guest almost 3 years ago in Automation 0

Due Date Report

It would be extremely beneficial to be able to produce a report to show due dates (delivery dates) for outstanding orders that are within Prospect. This would enable us to priority orders and ensure we meet the customers requirements
Guest 9 months ago in Automation 0

Timing of the carousel images on the Home page

When adding new banners to the carousel it would be beneficial to be able to add timings to the banners, some banners warrant a longer preview time, like new products etc. Also re-ordering them should be a lot simpler, like adding a number sequenc...
Guest 4 months ago in Automation 0

SO rating and automated problem login from customer email

To improve customer satisfaction, customer journey and management visibility on the sales orders execution & customer problem solving could you please consider: make an option to send an automated email to the customer once SO has been fulfill...
Guest 2 months ago in Automation 0

Call logging automation

Link to phone systems to be able to pull up contact linked to contact number within the CRM database. Log of call under activity. While on call the service advisor is within the contacts profile and able to input notes from the call and allocate r...
Guest over 4 years ago in Automation 1

using secondary email address for Campaigns in the absence of primary ones

Currently email address can't be duplicated for contacts but could be added as a secondary email for communications. This still leads to missing emails during Campaigns! would be great to use the secondary emails where the primary email is unavail...
Guest about 1 year ago in Automation 0

Bulk import Contacts and add to a Campaign Activity

Is it possible to bulk import an Excel list of Contacts and add them to a Campaign Activity? For instance, when people register for a webinar, we'd like to upload this list and add them to the corresponding Campaign Activity. At the moment, we're ...
Guest about 1 year ago in Automation 0