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. include "created dates" in csv export

    Would be great to include the created date on the exported CSV - especially for opportunities! This would really help with my sales cycle reporting.

    7 votes
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      planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 5 votes
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        planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • 36 votes
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          planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 35 votes
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            planned  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 1 vote
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              planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
            • set group/user permissions for contacts by tag

              When viewing a Tag containing contacts, add two options in the "I want to" menu (top right):
              1. Set permissions for all these Organisations
              2. Set permissions for all these People
              Tese take you to a new "Set permissions" page containing the same options a "Do you want to set permissions for the contacts you import?"

              7 votes
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                planned  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Pipeline report should show probability * value amount vs full value in report.

                Right now, no matter what the stage or probability, the pipeline report shows 100% of the value. It should take the value and only show the amount of money expected based on probability. It will be a much more useful pipeline report.

                1 vote
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                  planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • 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.

                  26 votes
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                    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Run report on last contacted

                    I would like to see a report on customers who have had no contact. It's great that we have the last contacted date in there but when you have so many pages of contacts that is kind of useless when you don't know which ones have been contacted or not.

                    6 votes
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                      planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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