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Ideas Contributed [ 14 ] [+]
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
From an Outlook app we should be able to create a new Company and contact, using the vCard information.
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
In the administratiuon we should have an option of setting default values on Company, Contacts SSO. Fx for Denmark Country field should be "Denmark"
A mail integration from Outlook, and OWA
integration mellem iGlobe og e-conomic - online regnskabsprogram
A linkedIn integration similar to Outlook 2013
Contact informtion can be exported to Microsoft Office in the form of letterheads so you can write letters quickly and professionally.
This ability makes it possible for you to organize your contacts into groups, companies, position or any other customized option you create
This allows you to link contacts to one another specifying relation