Lots of our customers love & prefer to communicate via text. We use GoTo Connect (link below) for calls & text. Would also be great to connect not just text but also call log history via the CRM here too. Maybe even have the account pop up...
Currently there is no way to change the parent of a product group. Our customer may wish to re-order their product groups and having a change parent option to do this in bulk and on the product group itself would make managing these groups signifi...
Some companies with represent multiple brands and will have users that have emails for different domains.
Currently customers are not able to send email from these other domains and would need to use Outlook to do so.
We should add the abili...
A customer would find it useful to be able to filter by the Magic Matrix Category Stage e.g. see all customers with Unaware stage of X Magic Matrix Category. Currently you can filter by Category, Account Manager, RFM Segment & Industry.
Import Sage delivery addresses as Delivery Locations
Sage has functionality to set up delivery addresses but our Automation Manager imports don't currently support this. It would be good if we could add an import item to pull these through into the Delivery Locations table and link them to the origi...
When reporting on string fields (like product code) merge the normal string filters with the "is in" option
I can see that for primary keys like "lead id" the "is in" option is useful. but when the key is a string (like product code) it is useful to be able to use filters like "starts with" or "contains.
Similarly, i can see other scenarios where you mi...
Related to ticket (266808) One of the issues we identified with regard to the speed of this customers website was the TTFB seemed high. Especially the 'Waiting' part of the request. On average the TTFB for this customers site was 2-5 seconds. Of c...
At the moment customers have to use the email configuration window to get a list of the search & replace fields. This would be made a lot easier by having a Excel Add-on for Search & Replace fields.
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over 4 years ago
in CRM App
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Unlikely to implement
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