Tactile CRM

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.

I would like to be able to ...

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  1. List of organisations and/or people with / without notes added since dd/mm/yy

    This would enable us to report on organisations and/or people that we had contacted within a certain time period

    2 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • watch a video on how to use the system

      Watch a user guide video

      3 votes
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      • 1 vote
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        • get someone to call me back as I have been off line for over a week!!!!!

          get someone to call me back as I have been off line for over a week!!!!!

          2 votes
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          • require fields on the webform

            I would like to require an email address on webforms. Customers ask a question and then forget to put their email, so I can answer it.

            1 vote
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            • add funnel stages to Sales Stage.

              0=stalled, 1 = identified, 2=qualified, 3=engaged, 4=approved, 5=negotiate, 6=closing and 7=booked

              1 vote
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              • Sales Details/Source

                add "cold call" category

                1 vote
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                • Allow users to change the date format to US Standard MM-DD-YY.

                  Allow users to change the date format to US Standard MM-DD-YY.

                  1 vote
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                  • Use the Boolean NOT when selecting Tags

                    It would be helpful when cleaning up contacts on Tactile to be able to select a Tag (eg for a particular prospects list) but exclude contacts who have become customers - i.e. the NOT function on Tags would leave those who we are not customers so that we could give one last try before deleting.

                    3 votes
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                    • Parent company to be on exported data report

                      I've noticed that the parent company is not shown on the exported data report. Can this please be added?

                      It would be extremely useful to be able to generate a list of organisations that have the same parent, and would avoid the need to add a tag to all organisations with the same parent company.

                      6 votes
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                      • Print a report which provides an organisations details

                        It would be a great sales support to be able to print an overview report for an organisation.

                        Something that shows all their basic and custom field information, their address/phone etc, the people attached and any activities attached to organisation. This would be great as a PDF if excel was not suitable.

                        This would also be a useful report at the people level too.

                        3 votes
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                        • Customer Support would actually respond to my 2 requests from a week ago!

                          Customer Support would actually respond to my 2 requests from a week ago!

                          2 votes
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                          • feedback

                            I have been waiting for feedback for 4 days now please can you improve this because you get an email saying you will get a reply the next working day but this has not happened.

                            1 vote
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                            • Drag and Drop vCards - import

                              It would be great to be able to drag and drop a vCard contact in the Browse button on the Import page. OR better, have a direct import/export button in Outlook.

                              1 vote
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                              • Create a New User with an email address similar to that already used

                                I have old users with the same email address and so I cant create a new user as it has the same email address as the old users.

                                1 vote
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                                • Differentiate AM & PM

                                  I am using the 12 hour time option. The problem is when I schedule an activity for 4:00PM tomorrow - it is defaulting to AM.

                                  1 vote
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                                  • Invoicing

                                    Be able to invoice out of the box.

                                    1 vote
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                                    • Allow dashboard to customize like show all contacts details

                                      right now dashboard has no key information where it says activity there it could display all contcats details and ond click at any contcat then
                                      displays all info there

                                      1 vote
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                                      • make "organization and person" contact into one and call it contacts else it is so confusing

                                        it should be called contact there you shoudl add
                                        like person's contact name compnay name
                                        address tel email msn id and so on,
                                        so that u dont need to enter in 2 diff place whch waste time this could make crm more clear

                                        1 vote
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                                        • tickets system

                                          Integrate a user interface for the support tickets we raised. I don't know the status of my tickets.

                                          Please answer to tickets ex: ticket no: 59030

                                          Thx

                                          1 vote
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