This is the official Tactile CRM feature request forum. In general the more votes something gets, the greater the likelihood we'll considering implementing a feature.
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44 votes
Allow search on more fields
Especially on unique client account number. Would also be useful to be able to search/filter on all the fields in the Client Information box (eg status, source, classification etc) - they are useful fields, but much less so if you can't filter on them and have to create equivalent tags.
Status: started -
43 votes
Allow Admin to rename fields
There are a good quantity of fields, but they are not customizeable enough. It should be just as easy to change a field name as it is to change a dropdown option.
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35 votes
Implement Outlook Synchronization
Automatic Contacts sync, controls to associate email with Contacts automatically
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32 votes
Have the ability to make activities recurring
At the moment activities are one off events or to do's, I would love to have the option to make activities recurring, i.e. every month, every quarter, yearly.
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28 votes
Allow adding via email
it would be great to be able to create a company/person/opportunity/activity via email. Just add the stuff in the body of the email and it adds it automatically.
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26 votes
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25 votes
create activity templates
need to be able to duplicate existing entry or create templates to copy off of
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23 votes
Email management - Receive email via Tactile CRM.
You can send email via Tactile, but it would be great if I could set it up to check my IMAP account and receive email as well. If the sender is recognized as an organisation then the email would be added to that client page. If it is a non recognized email, then you would be able to create a ne... more
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22 votes
Search Companies and People by Phone Number!!!
This had been suggested before and was never completed. We need to be able to look up records by phone number and address. This is useful when we miss a client call and need to know who called. We have almost 300 records now on our account and this would be the only truly useful way of performing a search.
This is related to http://feedback.omelett.es/pages/tactile_crm/suggestions/143301-unified-search which is being considered at the moment. Can you add the comment there and vote and I will remove this one!
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20 votes
Intergrate MailChimp into my client data
It would be great to integrate my mail list data from MailChimp with my contacts in Tactile CRM
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20 votes
Allow people to use their own URLs
It would be great if once you had registered you could point your own URL such as crm.mycompany.com to the service so that with the ability to change colours and logos you could brand the system for your own company.
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19 votes
Add the Sales Stage to the Pipeline Report
Add the Sales Stage and allow it to be clicked on to see individual jobs.
Status: under reviewThanks for this, well look into adding this to our upcoming reporting update
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19 votes
Implement OpenID
Being able to login using OpenID would be really helpful
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18 votes
synch with one google apps shared contact adresse book
Google Apps don't allow to share your contacts with other users of the domain. The dream : synch. Tactile with one "generig Google Apps User " under the administrator control. So you can record suppliers, leads, clients and have them in GoogleApps too.
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17 votes
Only Admin Should Be Able To Export Data
The Data on my CRM system is very important to me, and i dont want any of my CRM users to be able to export such IMPORTANT DATA.
So the only the admin him self should be able to export the dataStatus: planned -
14 votes
Google Apps Email and Document Support
We use Google Apps for our domain. Emails sent through Tactile CRM need to be included in the relevant conversation in Google Apps Gmail. This could be accomplished by turning off Tactile CRM's built in email and adding a browser plugin to launch Google Apps Gmail when clicking mailto links. But,... more
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14 votes
Sort Reports
There is very little way for our sales team to generate a call list of opportunities they're working. One of my people currently has seven pages assigned to him and the list INCLUDES LOST items. We need to be able to sort Reports by the header field
AND
be able to select which fields are in the... more -
13 votes
Search on full organization name
Say you have an organization called 'New Company'. When doing a search on te word 'new', the organization is found. When doing the search on 'Company', a 'no results found' is returned.
