57 results found
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Properties: I would like to be able to enter Property Addresses into my CRM and be able to search them.
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 -
Project management features
Add project management specific functionality
1 vote -
Collaboration option on person record
Add a collaboration option to lead and contact records so that multiple people can view and edit the same person
1 vote -
Allow email opt-in for currently grayed out notifications within My Profile
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 -
White Label Option
We have customers that require a CRM and would like to offer a branded solution to them
2 votes -
User Multiple Team Assignment
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 -
Assign Default Columns in List View
The customer wants to have the option to assign default columns in the list view
2 votes -
Rename record types
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 -
1 vote
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Modify System Fields
Allow for the modification of field type and removal of system fields from our account
10 votes -
Customize size of text boxes in add/edit form
Allow the ability to further customize the add/edit form and adjust size of custom field text boxes.
1 vote -
One custom field for multiple record types
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 -
Archive custom fields
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 -
Different custom fields for different pipelines
If an account has multiple pipelines, each pipeline can have their own unique set of custom fields.
4 votes -
Removing Weighted Forecast option, or be able to put in Net and Gross of deal.
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 -
Have a Tab at the top for Leads.
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 -
Single/multiple association fields for people
Provide association fields for people which can help show the relationship between them (i.e. who referred someone)
5 votes -
Counter Calculated Fields
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 -
Change the ID that shows in profile pages
Provide the ability to customize the ID that shows in blue in profile pages to a custom field.
1 vote -
Ability to add new record types
Provide the ability to add new custom record types so you can have more options besides companies, deals and people.
1 vote
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