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61 results found

  1. 1) Enter Property Addresses into my CRM and be able to search them like we do Companies.
    2) Option to select to visually see the property addresses I've entered displayed on a map
    3) within this option to show who the owner is, the last entry date of ownership,
    * last time I spoke or followed up with the owner or their designee,
    * who the property manager for this property is
    * matrix of the property (square footage, purchase price, CAP rate)
    * the ability to customize and add other options.
    * ability to upload a spreadsheet with data…

    2 votes

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  2. Add project management specific functionality

    1 vote

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  3. Add a collaboration option to lead and contact records so that multiple people can view and edit the same person

    1 vote

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  4. Please consider adding the option to opt-in for more system notifications by email. There are several items that are grayed out for email that would be helpful for us to be able to enable specifically the won deal notifications.

    2 votes

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  5. We have customers that require a CRM and would like to offer a branded solution to them

    2 votes

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  6. Have the capability for a user to be assigned to different/separate teams so he/she can have access to the teams' records but not the entire account.

    3 votes

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  7. The customer wants to have the option to assign default columns in the list view

    2 votes

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  8. You can change the names in the header, but that does not change what is named in Pipeline. For example rename Companies to Issues and that name would be reflected everywhere in the UI.

    2 votes

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  9. 1 vote

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  10. Allow for the modification of field type and removal of system fields from our account

    10 votes

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  11. Allow the ability to further customize the add/edit form and adjust size of custom field text boxes.

    1 vote

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  12. It would be helpful if an Admin could apply the "Edit Layout" changes on the profile page to all users.

    8 votes

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  13. Add the ability to create custom fields that apply to multiple record types. Just like the system source field which is the same field for deals and people.

    1 vote

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  14. A custom field has fallen out of use and we want a way to lock or hide a field from all users, but we don't want to delete the field in order to keep the data for historical purposes.

    1 vote

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  15. If an account has multiple pipelines, each pipeline can have their own unique set of custom fields.

    4 votes

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  16. Removing Weighted Forecast option, or be able to put in Net and Gross of deal.
    Weighted forecast would work better if it wasn't set to be calculated to percentage, at least for my companies needs.

    2 votes

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  17. Have a tab at the top for leads that are gathered through tradeshows. once these leads are qualified then move them to the Deals stage.

    2 votes

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  18. Provide association fields for people which can help show the relationship between them (i.e. who referred someone)

    5 votes

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  19. Counter fields for the number of Active deals by Pipeline. (we can visually see all the deals a customer has. but when exporting/reporting there is no easy way to count how many deals a customer has by pipeline type

    1 vote

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  20. Provide the ability to customize the ID that shows in blue in profile pages to a custom field.

    1 vote

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