Import data from SQL. You can Access SQL server using connector like Power BI " Gateway".
It would be necessary for the Swedish market to have an integration to Bisnode wich in turn is connected to Dun & Bradstreets
Looking for an easy way to get rid of the entries entered twice/duplicates
Most customers har not that familar with converting CSV files
Advanced search should allow the choice "add to planner"
Today you are stuck to two dashboards in your pipeline: My dashboard and Company dashboard. If you were able to save your search to own dashboard then you could quickly mix between all your dashboard and what you just need to look at here and now. Imagine having more than 100 pipelines then it is confusing to look at all them at the time. You can also make this feature availabe in advanced search in Company and Contacts ...more »
If you have the possibility to control which columns to show in your pipeline dashboard your iGlobe will be more flexible. Today you have shown: Follow-up, Company, Contact, Product, Phase, Potential, Probability, Closer, Days. I miss partner and competitor as it is now. And if I can use my own created ones as well and be able to mingle around with all of them it would be perfect. Let me hear your comments guys out there ...more »
Create and update basic data from Dun & Bradstreet. get financial data for Dun & Bradstreet
When you type in zip => City and state should be auto updated
From a customer we should be able to,
1. Creating a new external SharePoint site for document sharing and comunnicate with the customer
2. Save a document in iGlobe CRM while adding it to the external site.
3. See information from the external site directly on the customer card
If you go to Company and click on one contact the screen you get only shows the direct telephone no?
It should first show the mobile no which is the one the most of the contacts use today. If this is not filled out it can show the direct no. If it does not take performance and there is place in the screen it can also show both of the numbers.
What do you other guys think about this?
If you use customer ID field which you will with integration to ERP or used for uniq ID purposes It would be rather smooth if the customer id number appears when you are searching: