Tactile CRM on UserVoice

Download or email a vcard [updated]

2010-07-29T09:10:42+00:00

Lorne said:

How about both?

Download or email a vcard

2010-07-29T05:21:49+00:00

associate zendesk emails to opportunities

2010-07-28T15:37:22+00:00

Victor Seager suggested:
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

actual date to be more visibale while setting up an activity

2010-07-27T10:04:26+00:00

include "created dates" in csv export

2010-07-20T11:12:15+00:00

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

Mobile / Iphone interface [updated]

2010-07-14T17:31:25+00:00

Web workers need a mobile interface for their workflow. This is keeping us from changing.

Mariusz Kolaszewski said:

I think having a mobile app is crucial for a CRM solution. How else can the reps quickly access the contact info on the road?

include all fields in import [is now planned]

2010-07-10T08:25:48+00:00

such as industry, classification, etc

Pipeline report should show probability * value amount vs full value in report. [is now planned]

2010-07-10T08:23:52+00:00

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.

Import of segmentating data fields [is now planned]

2010-07-10T08:22:57+00:00

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 cannot import this into the CRM.

Bulk change of Access Permission [is now planned]

2010-07-10T08:22:46+00:00

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...

Run report on last contacted [is now planned]

2010-07-10T08:21:23+00:00

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.

Set time formatting to U.S. standards [is now planned]

2010-07-10T08:19:55+00:00

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)

set group/user permissions for contacts by tag [is now planned]

2010-07-10T08:18:51+00:00

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?"

import into custom fields [is now planned]

2010-07-10T08:18:26+00:00

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.

Only Admin Should Be Able To Export Data [is now planned]

2010-07-10T08:18:05+00:00

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 data

Add the Sales Stage to the Pipeline Report [updated]

2010-07-08T21:34:12+00:00

Add the Sales Stage and allow it to be clicked on to see individual jobs.

Jill B said:

As a business manager, I'd love to see this so I can run one report and see what's coming in for the month.

Multiple web forms?

2010-07-02T21:15:33+00:00

ira suggested:
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.

Implement Outlook Synchronization [updated]

2010-07-02T21:02:57+00:00

Automatic Contacts sync, controls to associate email with Contacts automatically

ira said:

This is definitely the missing link for one of my clients. I am in the process of switching to Tactile from Salesforce for my own business, which is working out great. I have a client who would also make the switch, except that they need to be able to automate the syncing of contacts with Outlook.

Have tactile automatically remind me to get in touch with contacts after a set period

2010-07-01T10:43:20+00:00

Joe Arkley suggested:
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 it is hard to remember who to stay in touch with.