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Bulk update attributes and bulk delete option

We have thousands of products, and it's impossible to manula add all the atrributes for these in a timely manner. We are creating spreadsheets with all the atrributes and would like to be able to bulk import these ourselves, and delete them by bul...
Guest almost 2 years ago in CRM App 3 Investigating

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

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 6 months ago in Automation 0

Create link to Problems for a product

We use Problems TO track issues, and this gives us good linking to the customer involved. It would be good to add a similar thing to products so that when looking at the products we can see if there are any associated issues with it and any histor...
Guest over 2 years ago in CRM App 0

Automatically Log a Case within CRM for every new email

A customer would find it useful to have integration with Outlook to automatically log a new case within the CRM for every new email received. I would imagine that you would only want this turned on for certain inboxes such as a shared inbox for sa...
Guest about 5 years ago in CRM App 1

Stop Cin7 Omni Quote Line description going into notes if there is no change

Currently, we pass through the Quote Line description into the Cin7 Omni notes field to preserve any changes you might have made to this field in the CRM. Although, if you don't make any changes this is just duplicate data and can cause styling is...
Guest 9 months ago in Cin7 Omni 0

Change Clear Task to Completed Task

A customer would like to change the terminology of clear task to completed task, as when they clear the task it is because they have completed it.
Guest over 2 years ago in CRM App 0

Default global search records to be set on a user profile

Users may be regularly be using the CRM to search for specific records. They would have to adjust the filters on the global search to only the records that they want to see. If we allow users to select the default records that they would like to b...
Guest over 1 year ago in CRM App 0

Merging Tasks On Prospect With Calendar Applications

The ability to link tasks and its specific details with an email address which can link to a calendar so that you can be notified on upcoming tasks! As prospect isn't an application you are unable to stay on top of duties unless using the crm dili...
Guest over 2 years ago in Integration 0

Changing an interaction type to Active Engagement to update existing activities

Changing an interaction type to Active Engagement will not retroactively update any records that have already added activities using these types. It will only take effect on new activities added after the change. Allowing users to select, when upd...
Guest over 1 year ago in CRM App 1 Unlikely to implement