Brant WilliamsBrant Williams

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    1. Sort Reports

      14 votes
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        3 comments  ·  Tactile CRM  ·  Admin →
        Brant WilliamsBrant Williams commented  · 

        Would be even more useful in the Opportunities Tab then reporets...that way the sales team can actually work from the tab. Right now that tab is mostly useless.

        Brant WilliamsBrant Williams shared this idea and gave it 3 votes  · 

      • drill down into reports

        4 votes
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          0 comments  ·  Tactile CRM  ·  Admin →
          Brant WilliamsBrant Williams shared this idea and gave it 2 votes  · 

        • allow merging of companies/people

          23 votes
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            completed  ·  3 comments  ·  Tactile CRM  ·  Admin →
            Brant WilliamsBrant Williams commented  · 

            Yes please!!! We need this.

            Brant WilliamsBrant Williams gave this 2 votes  · 

          • Contacts Assign from email after entity has been created

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              0 comments  ·  Tactile CRM  ·  Admin →
              Brant WilliamsBrant Williams shared this idea and gave it 1 vote  · 

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

              12 votes
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                1 comment  ·  Tactile CRM  ·  Admin →
                Brant WilliamsBrant Williams gave this 1 vote  · 
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