tag:feedback.omelett.es,2008-02-07:/forums/tactile_crm/activityTactile CRM on UserVoice2012-02-06T01:09:58-08:00tag:feedback.omelett.es,2008-02-07:Event/106986142012-02-06T01:09:58-08:002012-02-06T01:09:58-08:00Customize columns of all list views [updated]<p>The list views should provide more useful information, according to specific needs of the user, not just contact info etc.</p><p>Julie said:<br /><div class="ugc"><p>Totally :) Being able to add colums and sort by thesee would be wonderful. Sometimes I need to find customers in a specific region, and would like to sort them by city or postal code etc. Adding custom fields to this view would save my day, every day :)
</p></div></p>Julietag:feedback.omelett.es,2008-02-07:Event/106985882012-02-06T01:04:43-08:002012-02-06T01:04:43-08:00See totals of a list - filter [updated]<p>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</p><p>Julie said:<br /><div class="ugc"><p>Also when you click on at Tag or filte by several Tags, it would be most useful to know how many poeople and/or organisations have this Tag/Tag-combo.</p></div></p>Julietag:feedback.omelett.es,2008-02-07:Event/106985722012-02-06T01:02:12-08:002012-02-06T01:02:12-08:00set group/user permissions for contacts by tag [updated]<p>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?"</p><p>Julie said:<br /><div class="ugc"><p>Oh great, I can't wait. While you are at it, a counter would be super, so whenever a Tag/s list is created, a number of how many organisations or people in the Tag "search" would be greatly appreciated.</p></div></p>Julietag:feedback.omelett.es,2008-02-07:Event/106779672012-02-03T04:48:45-08:002012-02-03T04:48:45-08:00Integrate with Aweber<p>quatrel suggested:<br />Intergration with Aweber for list managment & mailing</p>quatreltag:feedback.omelett.es,2008-02-07:Event/104401872011-12-22T13:44:56-08:002011-12-22T13:44:56-08:00get a response to emails.<p>Anonymous suggested:<br />I have emailed george@tactilecrm.com and support@tactilecrm.com, four times in the last two weeks but no response to my query regarding adding an additional user to our Tactile account. I would appreciate somebody getting in contact ASAP. </p>Anonymoustag:feedback.omelett.es,2008-02-07:Event/103917882011-12-13T06:43:32-08:002011-12-13T06:43:32-08:00Email management - Receive email via Tactile CRM. [updated]<p>You can send email via Tactile, but it would be great if I could set it up to check my IMAP account and receive email as well. If the sender is recognized as an organisation then the email would be added to that client page. If it is a non recognized email, then you would be able to create a new organisation/person based off of this email address.
It would be much better than having to forward your received emails from your email client like Outlook or Mac Mail over to Tactile!
-Josh</p><p>Nathan Barton said:<br /><div class="ugc"><p>this would be really ideal!</p></div></p>Nathan Bartontag:feedback.omelett.es,2008-02-07:Event/102818122011-11-23T05:18:09-08:002011-11-23T05:18:09-08:00use docx files [updated]<p>Support for docx files from later versons of word and office</p><p>Keith said:<br /><div class="ugc"><p>yes please</p></div></p>Keithtag:feedback.omelett.es,2008-02-07:Event/102818112011-11-23T05:17:57-08:002011-11-23T05:17:57-08:00use docx files<p>Keith suggested:<br />Support for docx files from later versons of word and office</p>Keithtag:feedback.omelett.es,2008-02-07:Event/102514222011-11-17T20:01:11-08:002011-11-17T20:01:11-08:00Need to have the contact title in the export of activity data [updated]<p>I need to have the contact's title in my activity report each week. Right now I have to export the activity report, delete all previous week's data and add the contact title manually.</p><p>Michael Fitzgerald said:<br /><div class="ugc"><p>It would be useful to pull the activity report by date range as well, as right now I export and then delete unneeded activity.</p></div></p>Michael Fitzgeraldtag:feedback.omelett.es,2008-02-07:Event/102514192011-11-17T20:00:29-08:002011-11-17T20:00:29-08:00Need to have the contact title in the export of activity data<p>Michael Fitzgerald suggested:<br />I need to have the contact's title in my activity report each week. Right now I have to export the activity report, delete all previous week's data and add the contact title manually.</p>Michael Fitzgeraldtag:feedback.omelett.es,2008-02-07:Event/102403142011-11-16T09:00:16-08:002011-11-16T09:00:16-08:00Build an API for data access [updated]<p>An API to allow read/write access to data.</p><p>Marcus R said:<br /><div class="ugc"><p>As long as you keep it a simple language that sales guys can cope with!</p></div></p>Marcus Rtag:feedback.omelett.es,2008-02-07:Event/102400872011-11-16T08:27:06-08:002011-11-16T08:27:06-08:00customize a report to print customer information [updated]<p>When I head out into the field I would liek to print a report of all the customers I have on the schedule for that day. Include COntact and address info - notes, and latest activities.
</p><p>Marcus R said:<br /><div class="ugc"><p>This is a basic function of a sales database, if you can't provide this soon, I'm going to have to buy Sage Act! whch I don't want to have to do!</p></div></p>Marcus Rtag:feedback.omelett.es,2008-02-07:Event/102336492011-11-15T11:21:31-08:002011-11-15T11:21:31-08:00have the person and company fields automatically populated when adding an email to an opportunity<p>Bill Meeks suggested:<br />When logging external emails to an opportunity, I would like the person and company fields to automatically populate when the opportunity is selected first.</p>Bill Meekstag:feedback.omelett.es,2008-02-07:Event/101999472011-11-09T15:04:50-08:002011-11-09T15:04:50-08:00Have the option of 'Ongoing' under Opportunity as a drop down pleaseNereedatag:feedback.omelett.es,2008-02-07:Event/101660072011-11-04T02:23:55-07:002011-11-04T02:23:55-07:00click to call on mobile devices<p>Marcus R suggested:<br />When using Tactile on a mobile device (blackberry) I find myself having to write down a number on a piece of paper, then type it back into the phone, surely a click-to-call feature would benefit mobile-users?</p>Marcus Rtag:feedback.omelett.es,2008-02-07:Event/101226402011-10-28T06:22:08-07:002011-10-28T06:22:08-07:00Sort/filter opportunities by Sales Stage<p>Kathi Kaiser suggested:<br />In the Opportunities view, I want to click the column header to sort by sales stage, so I can see everything I need to do, organized.</p>Kathi Kaisertag:feedback.omelett.es,2008-02-07:Event/101051312011-10-26T00:21:12-07:002011-10-26T00:21:12-07:00Need access via Android [updated]<p>With Android having roughly double the market share of iOS, I am surprised to not see a version of TactileCRM that will display properly on Android - No Android app, no mobile version, and not one request for it. Am I missing something?</p><p>Duncan said:<br /><div class="ugc"><p>Agreed Dietrich !!</p></div></p>Duncantag:feedback.omelett.es,2008-02-07:Event/100816772011-10-23T15:00:56-07:002011-10-23T15:00:56-07:00View Demo Booked and Held information [updated]<p>As part of our sales process we book web demos of our products. We need to be able to view a report that shows demos booked and demos held/postponed/cancelled etc</p><p>David Stockford said:<br /><div class="ugc"><p>It would be good to be able to run a report to see where in the sales process we lose prospects.</p></div></p>David Stockfordtag:feedback.omelett.es,2008-02-07:Event/100816642011-10-23T14:57:38-07:002011-10-23T14:57:38-07:00View Demo Booked and Held information<p>David Stockford suggested:<br />As part of our sales process we book web demos of our products. We need to be able to view a report that shows demos booked and demos held/postponed/cancelled etc</p>David Stockfordtag:feedback.omelett.es,2008-02-07:Event/100816512011-10-23T14:56:03-07:002011-10-23T14:56:03-07:00can we have reports to allow sales managers to view the activity of the sales team<p>David Stockford suggested:<br />We need to be able to view our sales team activity</p>David Stockfordtag:feedback.omelett.es,2008-02-07:Event/100816332011-10-23T14:53:45-07:002011-10-23T14:53:45-07:00sage line 50 integration for invoicing<p>David Stockford suggested:<br />Can we have integration with Sage Line 50</p>David Stockfordtag:feedback.omelett.es,2008-02-07:Event/100816062011-10-23T14:51:26-07:002011-10-23T14:51:26-07:00Integrate with Kayako Help desk solution<p>David Stockford suggested:<br />I have been using Kayako for a number of years now and would like to find a CRM package to integrate with this Help Desk Software.</p>David Stockfordtag:feedback.omelett.es,2008-02-07:Event/98258802011-09-19T12:24:20-07:002011-09-19T12:24:20-07:00generar un informe por etiquetas<p>nancy Roa suggested:<br />quiero generar un archivo de informe segun las etiquetas incluidas como clasificación de las organizaciones.
Com puedo hacer esto? gracias</p>nancy Roatag:feedback.omelett.es,2008-02-07:Event/98206222011-09-19T08:16:56-07:002011-09-19T08:16:56-07:00Link Activities with Opportunities<p>Ophelia suggested:<br />It would be good to be able to link an Opportunity with an activitity.</p>Opheliatag:feedback.omelett.es,2008-02-07:Event/97281322011-09-07T18:44:38-07:002011-09-07T18:44:38-07:00view upcoming activities<p>an anonymous user suggested:<br />View a list of upcoming activities for the next X days</p>Anonymoustag:feedback.omelett.es,2008-02-07:Event/95981832011-08-24T03:42:20-07:002011-08-24T03:42:20-07:00Forward to dropbox with from tag in different language [updated]<p>Sander Verbruggen said:<br /><div class="ugc"><p>Apparantly the dropbox uses the from and to tags in a forwarded mail to determine from who the mail comes. My Outlook uses dutch tags. Please allow to customize these tags in Tactile.</p></div></p>Sander Verbruggentag:feedback.omelett.es,2008-02-07:Event/95981692011-08-24T03:40:49-07:002011-08-24T03:40:49-07:00Forward to dropbox with from tag in different languageSander Verbruggentag:feedback.omelett.es,2008-02-07:Event/95981672011-08-24T03:40:49-07:002011-08-24T03:40:49-07:00Forward to dropbox with from tag in different languageSander Verbruggentag:feedback.omelett.es,2008-02-07:Event/95980072011-08-24T03:22:10-07:002011-08-24T03:22:10-07:00Customize columns of all list views [updated]<p>The list views should provide more useful information, according to specific needs of the user, not just contact info etc.</p><p>Sander Verbruggen said:<br /><div class="ugc"><p>Would be nice to view assigned user in organisation list.</p></div></p>Sander Verbruggentag:feedback.omelett.es,2008-02-07:Event/95979552011-08-24T03:17:20-07:002011-08-24T03:17:20-07:00Set a default probability on a Sales Stage [updated]<p>Set a default probability on a sales stage, so as the sale moves up/down the stages the probability automatically increases/decreases. Keep manual adjustment for finer grain control based around the default.</p><p>Sander Verbruggen said:<br /><div class="ugc"><p>Yes, would also come in very handy for won (100) and lost (0).</p></div></p>Sander Verbruggentag:feedback.omelett.es,2008-02-07:Event/95513792011-08-20T19:18:14-07:002011-08-20T19:18:14-07:00Have multiple addresses assign to contacts<p>Duncan suggested:<br />When I send an email from outlook to multiple people in the "to" or "cc" or "bcc" fields, it would be great for Tactile to pick up more than just one so it can assign to contacts.
This is particularly useful when we send out group emails for interest and have to bcc contacts</p>Duncan tag:feedback.omelett.es,2008-02-07:Event/95332292011-08-19T09:55:10-07:002011-08-19T09:55:10-07:00Calendar view for scheduling [updated]<p>Michelle said:<br /><div class="ugc"><p>It would be great to have a monthly calendar view that I can map out all of the various projects that are on the go. This way during a sales call I can easily tell if we can handle the timeline that is being discussed. Another feature to have is the ability for staff members to input their availability and their scheduling.
<br />Thanks, hope to see this feature soon. </p></div></p>Michelletag:feedback.omelett.es,2008-02-07:Event/95050992011-08-18T05:44:05-07:002011-08-18T05:44:05-07:00email signatures and attachments<p>Chris Sturm suggested:<br />if you want me to email from tactile allow me to have a email signature per tactile user. or create a better gmail interface.</p>Chris Sturmtag:feedback.omelett.es,2008-02-07:Event/94872592011-08-17T05:28:19-07:002011-08-17T05:28:19-07:00Email Widget like competitors to create contact from gmail<p>Chris Sturm suggested:<br />It is a slow process to get a contact from gmail into tactile. Other products have created widgets in gmail to automatically create a new account in their app from gmail. This saves time and increases my use of tactile for a team and not just an individual.</p>Chris Sturmtag:feedback.omelett.es,2008-02-07:Event/94872452011-08-17T05:25:51-07:002011-08-17T05:25:51-07:00Add Bulk Sales Tools like Email Merge for a group instead of doing all actions one at a time<p>Chris Sturm suggested:<br />all Tactile Activities are done per contact. For real sales prospecting use, we need to be able to sort a group and then send a bulk email, or letter to the group</p>Chris Sturmtag:feedback.omelett.es,2008-02-07:Event/92807992011-08-01T15:00:17-07:002011-08-01T15:00:17-07:00Aging report for Organizations and Opportunities - date of last note or email<p>Buck Buchanan suggested:<br />To be able to see the last date there was activity with a Organization or Opportunity.</p>Buck Buchanantag:feedback.omelett.es,2008-02-07:Event/92680392011-07-31T18:05:31-07:002011-07-31T18:05:31-07:00Need access via Android [updated]<p>With Android having roughly double the market share of iOS, I am surprised to not see a version of TactileCRM that will display properly on Android - No Android app, no mobile version, and not one request for it. Am I missing something?</p><p>Dietrich Lasa said:<br /><div class="ugc"><p>I just bought an Android phone after the iphone ended up in our washing machine. In the hurry I forgot to check if it an Android is compatible with Tactile CRM. I see it is not on the market as yet - hope you get it done quickly!</p></div></p>Dietrich Lasatag:feedback.omelett.es,2008-02-07:Event/92530592011-07-29T22:53:04-07:002011-07-29T22:53:04-07:00Need access via Android<p>johnd suggested:<br />With Android having roughly double the market share of iOS, I am surprised to not see a version of TactileCRM that will display properly on Android - No Android app, no mobile version, and not one request for it. Am I missing something?</p>johndtag:feedback.omelett.es,2008-02-07:Event/87664972011-07-04T08:36:41-07:002011-07-04T08:36:41-07:00I'd like it if the click to dismiss button was on the left rather than the right<p>Debbie suggested:<br />When I'm working my way through my dashboard, and have saved my last activity, I want to move straight onto the next and having to move my mouse to the other end of the screen is a less efficient was of operating. Small point but it would make it quicker if it is on the left and not bit deal to change I would imagine?</p>Debbietag:feedback.omelett.es,2008-02-07:Event/87647372011-07-04T06:36:13-07:002011-07-04T06:36:13-07:00Allow Email Template Personalization [updated]<p>It would be great if we could add tags such as [FIRST NAME] in an email template, and when we created an email for a contact based on that template, it would replace the tags with the appropriate information.
For example:
"Hi [FIRST NAME]," would become "Hi Bob,".
This would make the email templates significantly easier to use as we would no longer need to edit each email to make them personal. It would all be done automatically. That's sexy.</p><p>Daniel Brody said:<br /><div class="ugc"><p>This is key use of a CRM tool is to send emails, at various stages of the sales process. I also agree with mark that is is import to attaching files is import.</p></div></p>Daniel Brodytag:feedback.omelett.es,2008-02-07:Event/79509812011-05-28T19:01:14-07:002011-05-28T19:01:14-07:00Webhook integration<p>fergnice suggested:<br />I would like to see this both ways. The ability to set a webhook when you create an opportunity for example to send that information to another system for integration and vice versa, the ability for tactilecrm to accept webhook event integration to add people, activities, etc.</p>fergnicetag:feedback.omelett.es,2008-02-07:Event/78685992011-05-25T08:38:10-07:002011-05-25T08:38:10-07:00Re Order Fields in RecordsJon Allsebrook