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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6 votes
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1 votes
Weekly Activity Report
Data pulled from activity info from each of contacts ie: notes; follow-up items including dates and data.
Way to access week's data to create report of contacts' activity... -
3 votes
See totals of a list - filter
In various views many items are displayed in a list (for example: opportunities), but how many exactly? A total being dispayed would help ... Also pls facilitate the sorting of lists on collumn headers
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1 votes
inlcude account number in opportunities export
Right now when you export opportunities for analysis, it include organization name and Tactile's internal numeric identifier. Would be much more useful to include the account number (we enter manaully when org is created). That would make it much easier to merge Tactile info with internal data.
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2 votes
make Tactile quicker! Please make the animations quicker
The animations in Tactile are really nice, but a couple (I'm looking at you accordion side bar) are so slow they make me want to cry. Please make them quicker
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1 votes
associate zendesk emails to opportunities
you should be able to associate zendesk emails to opportunities as well as just people, this way you always have emails on the subject of a particular project to hand when you need them
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3 votes
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.
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3 votes
Multiple web forms?
I'd like to be able to create mutliple forms that each integrate with Tactile. For example, I might have a unique form for each service I provide, as well as others that precede a download of a whitepaper.
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3 votes
Have tactile automatically remind me to get in touch with contacts after a set period
Hi think it would be a great help if the system could automatically prompt me to get in touch with clients that i have not contacted for XX period of time.
I.e i could set in my preferences that it would automaticlaly prompt me to get in touch every 4 weeks.
When you have a lot of contacts ... more
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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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3 votes
IE6 webform compatability
The web form does not display in IE6. Try looking at your own web form in IE6 and notice it does not display correctly: http://www.tactilecrm.com/contact-us . Our website it heavily trafficked by corporate users who are forced into using IE6. If we are to use tacticle CRM, we need this form to... more
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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 -
2 votes
Multi-select for global changes
I just had to change my read/write permissions to a new group. I had to do it 1 at a time for 7 pages of stuff! For some things like archive, delete, change permissions, etc, let me check a box next to the opportunities, people, etc, and then do a global change.
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2 votes
Allow me to send HTML format emails from within Tactilecrm
The current email engine is for text only emails. I would like to have a template (html) template and send to contacts like that. I know you have the campaign monitor integration and we use this, but I want to send html tempate AND have it show as a email sent in tactilecrm (and see the hist... more
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3 votes
change the 'when' action date of an activity in one click from a drop down on the activities page
when you are working on business development this would reduce the amount of time required to change an activity date by at least 75%.
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1 votes
Change parent company for multiple organisations at the same time
I would like to be able to change the parent company for multiple organisations at the same time, as opposed to having to change them manually individually.
