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Created by Guest
Created on Dec 20, 2018

RELATED IDEAS

Manual Notifying Option

A customer would like to see the manual notify option available within the web UI as they did find this useful when multiple users need to be aware of a particular note being added to the CRM. 

  • ADMIN RESPONSE
    Oct 15, 2019

    The CRM has been updated to include a share button on all data records. We will be rolling this out to customers over the next few weeks.

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  • Guest
    Reply
    |     Jun 20, 2019

    Please bring back - a useful tool that is greatly missed !

  • Guest
    Reply
    |     Jun 20, 2019

    This was an extremely useful facility which I used extensively on the old system and would like reintroduced on the new

  • Guest
    Reply
    |     Jun 20, 2019

    We really need this option added back to the system. How can you advise a member of the team that you have spoken to their customer without wanting to set them a recall. It is a necessity to the system not a suggestion.

  • Guest
    Reply
    |     Jun 20, 2019

    As you know this was something that was available on the last system. This is a very useful tool and is very much missed with the new system.

  • +12
9 MERGED

Create Sharing Link on CRM Records

Merged
Lots of Office based products and other SaaS solutions offer users the opportunity to create a sharing link to access any record (e.g. documents). Creatring a quick hyperlink, like those in a recall or notify email, but just at the click of a butt...
Deleted User about 8 years ago in  0 Shipped
0 MERGED

Notify Functionality in a recall window or tagging

Merged
A customer has moved to Prospect 365 & have noticed there is no notify option, having something similar from a recall window would be beneficial to them but hasn't stop them from moving over.
Guest about 6 years ago in  0 Shipped