A linkedIn integration similar to Outlook 2013
iGlobe CRM for Office 365
It would be nice if we could have an integration to an address bokk on the phone
An easy and quick way to find a phone number
This allows you to link contacts to one another specifying relation
This ability makes it possible for you to organize your contacts into groups, companies, position or any other customized option you create
Contact informtion can be exported to Microsoft Office in the form of letterheads so you can write letters quickly and professionally.
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
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.
In iGlobe CRM you can store vendors and vendor information under Contacts. But several fields in the contact form are aligned towards customers.
It would be a nice feature if the specific Customer fields would change to specific vendor fields when choosing RelationType = Vendor.
A mail integration from Outlook, and OWA
If you have uploaded files to iGlobe with Outlook app the eml files do not open when you click on it. You have to save the eml file first to open the mail. To many clicks I think. What do others think about this?
Most customers har not that familar with converting CSV files.
AEK: insted of importing to Excel we get data using iGlobe Excel Add-in
It would be necessary for the Swedish market to have an integration to Bisnode wich in turn is connected to Dun & Bradstreets
Import data from SQL. You can Access SQL server using connector like Power BI " Gateway".
integration mellem iGlobe og e-conomic - online regnskabsprogram