617 results found
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Deal Details
Please provide the ability to edit the Deal Details section of a Deal record by allowing users to add custom fields to help better fit their business needs.
12 votes -
1 vote
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Additional columns for recycle bin
Add the ability to add company, person and deal columns so user can audit deletions.
1 vote -
Transfer custom field to other record types
Move a custom field from a deal and put into a company or vice versa.
1 vote -
Add sound to system notifications
Add sound to internal notifications
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 -
Recognize duplications based on Phone number
Recognize duplications based on Phone number as opposed to just email. Or a way to prohibit duplicate account creation unless permitted/send a notification to admin if a dupe is created.
1 vote -
Customizing the PDF when printing out companies/people
We are a small asphalt business and love to print out the files for our companies/people to have on hand or for the owner.
When we go to print out the PDF for a person (for example) it's very blank and doesn't include the summary.
Either customizing it or having it as a list format that portrays everything on the person's dashboard would be ideal. Otherwise we are printing out a blank pdf with only the first and last name with their address - which is useless.
1 vote -
Aggregate values updating on import
When updating an existing record through importing, add the values from the import rather than replace the value in the field.
2 votes -
Ability to create custom Merge tags for Pipeline Users
Ability to be able to create custom merge tags. For example User would like to have a merge tag where it will auto populate the users name.
2 votes -
iPhone application
Better phone app, it needs to be redesigned and faster. the layout is horrible and I cannot find my files properly. the app is NOT user friendly and is slow
2 votes -
Sort or filter people under Company Page
It would be great if we were able to filter the people associated with a company by using certain keywords, or drag and drop to put them in a different order.
10 votes -
Hide stages from other pipelines in deals by stage report
When showing data from one pipeline, the stages from other pipelines display on the x-axis in the report. You should be able to hide them.
1 vote -
White Label Option
We have customers that require a CRM and would like to offer a branded solution to them
2 votes -
Bulk unassign owner
You can unassign records one at a time from the list view, but not with bulk actions.
1 vote -
1 vote
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Bulk delete option within Files section of profile pages
Please add bulk delete option for files within the profile pages for records.
1 vote -
1 vote
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Filter sent emails when using the CC feature
Ability to filter sent emails while using the CC feature.
As of now, in the Activity Report, when filtering by Author, you can view emails Received(which is not something the user Authored).
It would be helpful to filter by what was communicated and received while using the CC feature.
1 vote -
Show overall totals at bottom of reports
The Won deals report doesn't show the overall total at the bottom of the report. If you group by Owner it shows each user's total, but not the overall total of all deals won for that period.
1 vote
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