Enhance the report builder to allow for reports that use the contact level to add to campaign activities.
I think the report builder should be enhanced to allow for reports that deal with the contact records to be able to be added to email marketing campaigns. We have had an example of someone doing a report using the report builder to allow for custo...
Guest
over 5 years ago
in CRM App
1
Already exists
Option to have all scheduled and overdue calls for due for today
At the moment, you have to go to scheduled calls and every day update for the 'today & older' filter rather than being able to have them all due for today.
When in a division you should be able to see all the notes that are associated with that division, from leads, contacts, etc.
It was really useful in the Desktop CRM when you could see all the notes that had come under a division, whether it be from a sales lead, or lots of differing contacts. When making a sales call you could just click onto the division and get an ove...
Within Prospect CRM a customer is considered as onboarded once they have placed four or more orders.It would be useful to have a report that shows customers that have not been fully onboarded. The report should show: All customers that have placed...
A duplicate Division is created in the CRM when a devision is added to a sales ledger to the division on sage.it usually across when a customer creates the division on the CRM and the sales ledger on sage without assigning them which caused the im...
Guest
about 4 years ago
in CRM App
0
Already exists
1
Already exists
0
Already exists
