Relating records does not make it clear which option is for which record type
When you create a relationship between two records these are determined by what type of records they are. Currently there is no way to see what type of record each relationship is related to when you are selecting the type of relationship. It only...
It would be useful if as an administrator I could upload our company Logo and then set it up to be merged into documents and emails It should be possible to set upload this as part of the sign-up or on-boarding process.
As it currently stands we only provide UK postcode locality and distance lookup. It would be useful for any customers either working or selling outside the UK to be able to do this throughout the world.
It is almost always the case that specific documents are more important than others. Having a method of tagging or "Pinning" would allow for key documents to be more easily visible and accessible.
Improve the Communigator integration to include automatic and follow-on campaigns.
The integration should also be updated to use the latest APIs provided by Communigator.
Domain Registration - Add Import from Azure AD option
Now we have domain registration in Prospect 365 we can add the following enchantment.
When adding a domain we should be able to import them from trusted sources (instead of having to do the DNS TXT lookup).
Trusted sources could include:
- Azure ...
Please please please could you make the editable text areas larger. They are too small across the whole 365 platform from the CRM to the product manager. The rich text boxes for the products display so small that it makes for a nightmare of a work...
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