When migrating form old CRM system to iGlobe some would like their history on notes. When you create a new note and even if you choose a date before the creation date on the note it still appear with creation date. How to import history notes with correct dates.
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:
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 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 »
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 »
Advanced search should allow the choice "add to planner"
Looking for an easy way to get rid of the entries entered twice/duplicates
Import data from SQL. You can Access SQL server using connector like Power BI " Gateway".
integration mellem iGlobe og e-conomic - online regnskabsprogram
A mail integration from Outlook, and OWA
When creating Custom Flag entry it could be nice if you have the possibility of creating your own values.
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.