Some contacts will work for multiple businesses. Currently, you can relate a contact to a company, or duplicate the contact working underneath two or more companies. Well this works duplication isn't ideal. Relationships don't allowed to place an ...
Check/Uncheck box for Quoted product before confirming
Within the quote screen against each quoted product have a checkbox against each item. Not all products included in the quote are always confirmed, so being able to select which products are to be purchased prior to 'confirming' would be useful. T...
The option to display 12 hour or 24 hour clock time in CRM.
Some customers may prefer to view times on the CRM (such as when you are setting a task) as a 12 hour clock. For users who do not regularly use 24-hour time it is inconvenient.
I think it would be useful if we could colour code the recalls to prioritise your recall list. E.g. any set to green would be a priority in your list on any given day. A traffic light/ number priority drop down might work well so that key recalls ...
Import customer information from Automation-Email type Campaigns from Mailchimp
Currently, we only have imports for the types: "regular", "plaintext", "absplit", "rss" and "variate", any other types are not found by the import; we should support the type of "Automation-Email" so any emails that are sent via Mailchimp can be r...
It would be useful if when in the Magic Matrix - on the sales analysis section, we can click onto a certain category and see the date when brought. Also to limit the amount of history the matrix looks at, for example, if a customer purchased a pro...
Klaviyo unsubscribed contacts go to Suppressed list
Currently contacts who are unsubscribed go to Klaviyo as 'Never Subscribed' status which isn't necessarily the best handling. Placing these contacts into the suppressed list will avoid emails being sent out incorrectly etc.
It would be great for when setting up Klaviyo connection to be able to map certain fields to the custom property field in Kaviyo. Allows the integration to be more powerful and useful for email marketing. 'This is a really powerful feature of Klav...
Segments are well used in Klaviyo and it would help when sending email marketing. A list of all Lapsed customers and within that have them segmented for the discount they receive. Would make the integration much more powerful as a marketing tool.
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