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Ability to report on RFM History

A customer would like the ability to see when a customer changed from one segement to another and be able to report on this. At the moment you are only able to see thier current segement in the RFM Anayalsis
Guest almost 4 years ago in CRM App 1 Good idea awaiting more votes

Be able to see who has been logging into the CRM

Customers are asking if they can see who has been logging into the CRM. In version 6 there use to be a report allowing them to see who is currently in and when they last logged in.
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes

Have record description on mentioned emails

Currently when a user mentiones you on a record it will give you the record type and ID on the email. The ID is useful but if it's a record you haven't worked on the ID is slightly useless as well as relying on your remembering all your record IDs...
Guest over 2 years ago in CRM App 0 Good idea awaiting more votes

Primary Email Addresses for Multiple Contacts

A few customers have mentioned that they would like to be able to set the same primary email address for multiple contacts within the CRM. Currently only one contact can have an email address, and the other contacts need this email address storing...
Guest about 4 years ago in CRM App 1 Good idea awaiting more votes

Import Payment Terms from Unleashed/Xero

At the moment we don't pull through the payment terms, this information is stored within Unleashed or Xero. Customers would find it useful to see this information within the CRM against the division.
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Quote History on a Quote Line

When creating a quote you used to be able to view the sales history and the quote history of that product for the division the quote is created on. Now in the Web UI the Quote History is not available.
Guest about 6 years ago in  1 Good idea awaiting more votes

Show the exact time zone of a customer/prospect - based on the division address field

This would help significantly for businesses operating internationally and would enable salespeople to see the time their prospect or customer is operating on when looking to make proactive sales calls.
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Activity note templates

An option in activity notes to have template text either in the form of a dropdown or an add button like the screenshot attached. In house I can already think of many uses for Support, account management and sales. In support it would be nice to ...
Guest about 5 years ago in CRM App 0 Good idea awaiting more votes

Search for a field in report builder

It would make the Report builder a lot easier to use if you could search for a column / field in the field selector and the add filters menu. It is not obvious to customers where specific data lives in our database.
Guest about 5 years ago in CRM App 1 Good idea awaiting more votes

DEAR Account Manager Field to be linked with CRM

No description provided
Guest almost 4 years ago in Integration 0 Good idea awaiting more votes