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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23 votes
Allow web form integration
Make a way for web forms to be submitted to Tactile CRM to auto create clients/leads/people/opportunities/activities for staff to follow up.
We could provide this functionality with the API, maybe with some examples?
- Paul Bain -
22 votes
Allow search on more fields under review
Especially on unique client account number. Would also be useful to be able to search/filter on all the fields in the Client Information box (eg status, source, classification etc) - they are useful fields, but much less so if you can't filter on them and have to create equivalent tags.
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18 votes
allow merging of companies/people
It would be great to be able to merge a company or person if you have duplicated them.
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16 votes
Implement Outlook Synchronization
Automatic Contacts sync, controls to associate email with Contacts automatically
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16 votes
Allow Admin to rename fields
There are a good quantity of fields, but they are not customizeable enough. It should be just as easy to change a field name as it is to change a dropdown option.
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16 votes
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15 votes
Implement OpenID
Being able to login using OpenID would be really helpful
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13 votes
Allow people to use their own URLs
It would be great if once you had registered you could point your own URL such as crm.mycompany.com to the service so that with the ability to change colours and logos you could brand the system for your own company.
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11 votes
Implement re-assigning of activities
Allow reassigning activities, individually or on-mass to another user by someone other than the user (eg Admin). Especially useful when a person leaves or changes roles in the business. Currently only the person who has the activity assigned to them can reassign, edit or mark it complete.
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10 votes
edit/delete multiple people/companies
Would be nice to edit/delete multiple people in list, reason is imported my address book and want to delete or add multiple people to one company.
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9 votes
Unified Search
Tactile currently has a separate search box for each of the object types (orgs, people, etc.). It would be nice to have a single box that searched across all of the types and displayed results similarly to how Spotlight does on Mac OS.
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8 votes
Have the ability to make activities recurring
At the moment activities are one off events or to do's, I would love to have the option to make activities recurring, i.e. every month, every quarter, yearly.
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7 votes
Only Admin Should Be Able To Export Data
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 -
6 votes
Add an RSS for recent activity
it would be good if you could subscribe to an RSS feed of the recent notes/emails on the dashboard, as well as individual companies/people/opportunities/activities to keep up to date with what is going on.
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6 votes
Automatically add BCC to mailto links
BCC with tactile dropbox email so emails always go into the system
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6 votes
More Comprehensive Graphs
Pipeline graphs are limited and do not reflect the true standing of your account. Things such as probability do not reflect the graph. The graph also does not show the number of opportunities within each bar in the graph. color coding each opportunity does give a more clear look.
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?
- jstride -
4 votes
add additional custom fields to people
It would be good to be able to add in custom fields for 'people' or alternatively rename fields as one can do with 'organisations'. This would help to build more personalised profiles, possibly including things like hobbies and interests.
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4 votes
Make links that leave tactile use target="_blank"
So that I can remains within tactile!
