iGlobe CRM for Office 365

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It would be great to deep search all mail for contact info and prioritize based upon total conversations

Submitted by (@lovesblues)
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iGlobe CRM for Office 365

outlook app

A mail integration from Outlook, and OWA

Submitted by (@ekelund)
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iGlobe CRM for Office 365

Date field on follow up entries

If you have 20 follow up entries in one week you have to look at every one to see which date they are scheduled.

Could be an idea to have the start date visible in the grid. At same time have the opportunity to sort on the start date in the grid.

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iGlobe CRM for Office 365

Extra columns in pipeline dashboard

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 »

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Enhanced integration to ERP - economic

Fx for e-conomic integration. I t would be great if we rom a Company in iGlobe CRM could

 

1. se a list of invoices

2. direct access to ecomonic budget

3. direct access to e-conomic salestatistic

4. Create an invoice from iGlobe CRM

5. Create a Company from iGlobe in e-conomic

Submitted by (@ekelund)
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iGlobe CRM for Office 365

External Customer SharePoint Site

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

Submitted by (@ekelund)
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iGlobe CRM for Office 365

Administrating and setting of default values

In the administratiuon we should have an option of setting default values on Company, Contacts SSO. Fx for Denmark Country field should be "Denmark"

Submitted by (@ekelund)
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iGlobe CRM for Office 365

Change flag to values

When creating Custom Flag entry it could be nice if you have the possibility of creating your own values.

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