Ideas and Feedback

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  1. Updates to Next/Last Activity to let the admin select types of activities to include

    Entering for a client -

    We would like to be able to pick which values are used for next/last activity. For example, we don't want our Subscription/Redemption activities to count in it these numbers.

    6 votes
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  2. Add Package Search to Custom Searches

    We would like to have the option of building package searches in the Custom Search Utility.

    7 votes
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  3. Ability to update values directly from a browse list

    Have the ability to update any value directly from a browse list.

    i.e: Move an opportunity from early stage to mid stage directly from your pipeline saved view, without having to click into the opportunity

    5 votes
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  4. Create LinkedIn URL text box with clickable link

    Currently there is only a LinkedIn search Icon, however, once you find the profile of someone you are looking for, it would be nice to be able to go directly to that profile again without searching through all the other possible profiles.

    3 votes
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  5. Two New Opportunity Return Types: By Linked Contact & By Linked Business

    Currently there are Return Type options to return Linked Contacts by Accounts and Linked Businesses by Accounts. I think it would be extremely helpful if there were similar options when using the Return Type options for opportunities; Linked Contacts by Opportunity, Linked Businesses by Opportunity.

    3 votes
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  6. Allow photos/images to be added to the contact form

    This has come up several times in meetings with clients and prospects--allow the upload of a photo to the contact form to supplement the Linked In integration already in SatuitCRM

    7 votes
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  7. Client Issues - Eliminate (or Make Optional) Auto Email Dialog Box

    Client Issues - Eliminate (or make optional) the Auto Email Dialog Box. When we modify an existing client issue (activity) it brings up "Would you like to create an email for this client issue." First, we do not want this. Second, I believe the same email is used for normal activities so it does not have the appropriate fields. If we add the done checkbox to the form to eliminate the dialog box we get another dialog box asking if we want to set up a follow-up activity. Please find a way to eliminate the dialog box since the users…

    2 votes
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