AdminJake Stride (Admin, omelett.es)

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Set a default probability on a Sales Stage
12 votes
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1 comment · Tactile CRM · Admin →

AdminJake Stride (Admin, omelett.es) gave this 2 votes · September 17, 2009
set group/user permissions for contacts by tag
7 votes
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planned · 2 comments · Tactile CRM · Admin →

AdminJake Stride (Admin, omelett.es) commented · August 21, 2009

This is a great idea, we’re already thinking of doing something similar for some new functionality (for the tags) so will look at adding this to what we’re doing – search is more involved and ties in with other functionality we are looking into.

AdminJake Stride (Admin, omelett.es) gave this 3 votes · August 21, 2009
add the job title when using the quick add form for a person
12 votes
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1 comment · Tactile CRM · Admin →

completed · AdminTactile CRM (Admin, omelett.es) responded

This was rolled out last week.

AdminJake Stride (Admin, omelett.es) shared this idea and gave it 1 vote · April 07, 2009
Unified Search
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completed · 1 comment · Tactile CRM · Admin →

AdminJake Stride (Admin, omelett.es) gave this 2 votes · March 25, 2009
More Comprehensive Graphs
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1 comment · Tactile CRM · Admin →

completed · AdminJake Stride (Admin, omelett.es) responded

Adding a pipeline graph with probabilities would be a useful addition.

For the ‘Opportunities within each bar’ do you mean another graph with the number of opportunities by stage?

AdminJake Stride (Admin, omelett.es) commented · March 26, 2009

Adding the ability to see closed opportunities for the next few months would be useful to see what is booked in too

AdminJake Stride (Admin, omelett.es) gave this 1 vote · March 25, 2009
allow people to close/set ticket status from the dashboard
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0 comments · Resolve RM · Admin →

AdminJake Stride (Admin, omelett.es) shared this idea and gave it 3 votes · March 25, 2009
Integrate with Freshbooks Estimates & Support Tickets
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2 comments · Tactile CRM · Admin →

completed · AdminJake Stride (Admin, omelett.es) responded

Wow, what a great idea – estimates would be really good. What do you mean by support tickets though?

AdminJake Stride (Admin, omelett.es) gave this 1 vote · March 22, 2009
export all my data in one go
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0 comments · Tactile CRM · Admin →

AdminJake Stride (Admin, omelett.es) shared this idea and gave it 1 vote · March 07, 2009
attach multiple contacts against an opportunity or activity
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3 comments · Tactile CRM · Admin →

completed · AdminTactile CRM (Admin, omelett.es) responded

This has been completed and is now live

AdminJake Stride (Admin, omelett.es) shared this idea and gave it 2 votes · March 05, 2009
give admin the option of a combined graph for all users
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0 comments · Tactile CRM · Admin →

completed · AdminJake Stride (Admin, omelett.es) responded

This is a great idea and one I’d love to see to

AdminJake Stride (Admin, omelett.es) gave this 1 vote · January 13, 2009
Allow export of Opportunities as a CSV file
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completed · 0 comments · Tactile CRM · Admin →

AdminJake Stride (Admin, omelett.es) gave this 3 votes · January 11, 2009

AdminJake Stride (Admin, omelett.es) shared this idea · June 15, 2008
Automatically add account numbers
13 votes
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completed · 1 comment · Tactile CRM · Admin →

AdminJake Stride (Admin, omelett.es) gave this 2 votes · January 11, 2009

AdminJake Stride (Admin, omelett.es) shared this idea · June 16, 2008
Hide people who have left a company
2 votes
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completed · 0 comments · Tactile CRM · Admin →

AdminJake Stride (Admin, omelett.es) shared this idea and gave it 1 vote · January 11, 2009
see everybodies completed activities in the dashboard feed
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completed · 0 comments · Tactile CRM · Admin →

AdminJake Stride (Admin, omelett.es) gave this 1 vote · January 11, 2009

AdminJake Stride (Admin, omelett.es) shared this idea · November 26, 2008
Add more graphs/reports - Please tell us which ones
11 votes
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completed · 1 comment · Tactile CRM · Admin →

AdminJake Stride (Admin, omelett.es) gave this 3 votes · November 25, 2008

AdminJake Stride (Admin, omelett.es) shared this idea · June 16, 2008
Auto create contacts when forwarding emails
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completed · 2 comments · Tactile CRM · Admin →

AdminJake Stride (Admin, omelett.es) commented · November 26, 2008

We’re not going to add the contacts, rather provide a ‘holding dropbox’ where you can attach the emails to the relevant person and create them if needed – this way you won’t be able to clog up the system with random email contacts.

AdminJake Stride (Admin, omelett.es) gave this 1 vote · November 23, 2008
allow merging of companies/people
23 votes
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completed · 3 comments · Tactile CRM · Admin →

AdminJake Stride (Admin, omelett.es) shared this idea and gave it 1 vote · November 21, 2008
hide disabled users for the drop downs for 'assigned'
2 votes
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completed · 0 comments · Tactile CRM · Admin →

AdminJake Stride (Admin, omelett.es) shared this idea and gave it 2 votes · November 14, 2008

AdminJake Stride (Admin, omelett.es)

Set a default probability on a Sales Stage

set group/user permissions for contacts by tag

add the job title when using the quick add form for a person

Unified Search

More Comprehensive Graphs

allow people to close/set ticket status from the dashboard

Integrate with Freshbooks Estimates & Support Tickets

export all my data in one go

attach multiple contacts against an opportunity or activity

give admin the option of a combined graph for all users

Allow export of Opportunities as a CSV file

Automatically add account numbers

Hide people who have left a company

see everybodies completed activities in the dashboard feed

Add more graphs/reports - Please tell us which ones

Auto create contacts when forwarding emails

allow merging of companies/people

hide disabled users for the drop downs for 'assigned'

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