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Id like to filter on 'empty fields

I have recently had you guys import my contact database. For some reason there are no Firts/Lastnames included. It would be nice to be able to filter these fields on the ABSENCE of data
Guest over 2 years ago in Admin Portal 2 Already exists

Being able to organize Opportunity Status Details.

As of right now, the status details are currently ordered by description rather than being able to drag and drop them into order.
Guest over 2 years ago in On-boarding 0

Social Media Links Listed with website

The ability to list a company's social media or even a contacts Social media links. Have Facebook, Instagram, Twitter, TicTok, RedIt & LinkedIn shortcuts just like with the company's website. We often check a company's Social Media pages to he...
Guest over 2 years ago in Other 0 Investigating

Global Customers map

Global map with location of all customers.
Guest over 2 years ago in CRM App 0

CMS Page duplication

Currently, unlike version 6, the 365 solution does not support page duplication in the CMS editor. We encountered the first customer needing it and we think it is a generally useful feature to have.
Deleted User about 7 years ago in  2

Setting Urgent message at company group level

We would like to be able to set the urgent message from the company group level, so it would be shown across all sub-companies (divisions). This might be a message from head office that applies to multiple sites so we don't have to have to manage ...
Guest over 2 years ago in CRM App 0

Enable "remove from campaign activity" as well as "Add to campaign activity" from reports

For example, I ran a report yesterday for customers who have bought our matt black paint but have not bought a brand of vinyl silk black paint. I am looking to promote our new vinyl silk black paint, but those who aren’t purchasing the other vinyl...
Guest over 2 years ago in CRM App 0

Export User Activity

Under the User's Profile > Activity there is already an activity and recently accessed records section. Neither of these are currently able to be exported but if the activity was amended to allow exporting, this could then be used for logs or f...
Guest over 2 years ago in CRM App 0

Ability to Favourite Custom fields in Report builder

One customer has advised that they have a few custom fields that are required in most reports, so the ability to create a favourite list for these fields would be better than drilling down each time.
Guest over 2 years ago in CRM App 0

Automation on contract expiry dates

There is currently no automation available for changing the status when the expiry date is passed. The only way to do it is via a bulk update.
Guest over 2 years ago in Automation 0