When creating an email in Outlook App on mobile, add iGlobe as a source so we can select attachments the same way it works on Outlook Desktop. These attachments could be sent as a link, or attach the full file.
Linking with iglobecrm.
It would be great to deep search all mail for contact info and prioritize based upon total conversations
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.
AEK: insted of importing to Excel we get data using iGlobe Excel Add-in
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?