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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46 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 -
26 votes
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20 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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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 -
12 votes
import into custom fields
Encourage migration to TactileCRM by providing custom fields in the import mapping process - eg, I have prospect organisation size date (turnover, staff, etc) I want to bring into the custom fields I created for these.
Status: planned -
7 votes
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... moreStatus: planned -
5 votes
Set time formatting to U.S. standards
I can adjust our time zone, but I would like to adjust the time formatting to the standards used in the U.S. (ex. 8:00 am, 2:00 pm, 3:45 pm)
Status: planned -
4 votes
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.
Status: planned -
3 votes
Bulk change of Access Permission
Allow Admin to change the Access permission to a group of companies to make it easy to assign and segment leads database to certain sales people. Right now you have to go to individual company...
Status: planned -
3 votes
Import of segmentating data fields
RIght now you cannot import the segmentation fields - these have to be filled out after a lead is imported. I think this is a clear weakness. In most cases you may have some data on how a set of leads is semented. How valuable they are or how they score on one or more attributes. Right now I c... more
Status: planned -
2 votes
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.
Status: planned -
1 votes
