iGlobe CRM for Office 365

outlook app

A mail integration from Outlook, and OWA

Submitted by (@ekelund)
1 comment

Voting

1 vote

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.

Submitted by
Add your comment

Voting

1 vote

iGlobe CRM for Office 365

Be able to create Custom Flag before saving note

Today you have to save note first and then create Custom Flag entry. If we could set Custom Flag when creating note we could spare time for the user.

Submitted by
Add your comment

Voting

1 vote

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)
Add your comment

Voting

1 vote

iGlobe CRM for Office 365

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)
Add your comment

Voting

1 vote

iGlobe CRM for Office 365

Due date can not be earlier than start date

Today in custom flag entry you can choose a earlier date in due date than start date. This should not be possible.

Submitted by
Add your comment

Voting

1 vote

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.

Submitted by
2 comments

Voting

1 vote

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)
Add your comment

Voting

1 vote

iGlobe CRM for Office 365

Auto update Zip & City fields

When you type in zip => City and state should be auto updated

Submitted by (@ekelund)
Add your comment

Voting

1 vote

iGlobe CRM for Office 365

Dun & Bradstreet integration

Create and update basic data from Dun & Bradstreet. get financial data for Dun & Bradstreet

Submitted by (@ekelund)
Add your comment

Voting

1 vote

iGlobe CRM for Office 365

Export should be a Excel file and not at CSV

Most customers har not that familar with converting CSV files

Submitted by
Add your comment

Voting

1 vote

iGlobe CRM for Office 365

auto search

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

Submitted by (@lovesblues)
Add your comment

Voting

1 vote