CSG has asked for a way to turn off social searching as they don't think the feature is particularly helpful. When the details fill incorrectly they then find it annoying to remove all the fields.
For example. Where I have a folder full of specification documents, I want to add a cross reference excel spreadsheet of the content which I want pinned to the top.
Import Paid Flags from Xero as Secondary Connection
A customer would like to view whether an order has been paid yet within the CRM. Currently they have Unleashed as the primary connection so can't import this information. As a result they would need a secondary connection to Xero to pull through t...
Guest
over 4 years ago
in CRM App
0
Likely to implement
Something that I thought of while prepping for a Spotlight Feature Webinar - if and when someone edits a note in the Notepad/Activity Feed, it would be good for it to have a little notification next to it saying "Edited" or something to indicate w...
Option to turn off Auto Set Recall User to current User
In Version 6, so not to clog up the Users recall list with Telesales Calls, users for regions of the country were setup and these telesales recalls were recalled to them. Custom report were then written for the telesales call lists.
In 365 all of ...
Report of orders from customers who received marketing campaign
We would like a automatic way to see orders that came in within a timeframe from a contact receiving a marketing campaign without having to manually set the order source.
0
Likely to implement
0
