It would be nice if we can import company and contact information using an excel file from library. This option should be only available for Admin
iGlobe CRM for Office 365
It would be helpfull to have a topic field on the SSO. There can be more SSO's on one Customer, and also on the same product. In this cases the topic field would help to identify the SSO you are looking for in the overview list.
A mail integration from Outlook, and OWA
Most customers har not that familar with converting CSV files.
AEK: insted of importing to Excel we get data using iGlobe Excel Add-in
integration mellem iGlobe og e-conomic - online regnskabsprogram
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.
In the administratiuon we should have an option of setting default values on Company, Contacts SSO. Fx for Denmark Country field should be "Denmark"
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
Today in custom flag entry you can choose a earlier date in due date than start date. This should not be possible.
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.
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
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 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 »