Ideas

New plugin ideas or new features ideas for existed plugins

9 item(s) tagged by crm

2

[CRM plugin] Notes formatting options Planned

To whom it may concern, I would like to make a request to add additional feature to CRM plugin...

  • 462 views
  • crm
1

CRM plugin: Mandatory reason for "Closing Lost"

When a deal is lost, it is very useful to keep track of the reason.It would be very useful to h...

  • 382 views
  • crm
0

Contacts Macro Postponed

Currently the Contact Macro is bindet to a Static ID or a Name. The macro could be used better if...

  • 536 views
  • crm
0

CRM Contacts: this contact does not belong to the company anymore

Sometimes a contact in a customer company moves to another company. After that, the new company b...

  • 410 views
  • crm
0

CRM plugin - Saved queries saving the List Style in Deals

The Deals view allows to save queries as many other views / pages.It would be great to include ...

  • 403 views
  • crm
0

CRM plugin - Deals export including notes

I have tried to export deals as a CSV file. I have found that the CSV includes a very limited amo...

  • 376 views
  • crm
0

CMS plugin connecting form to Contacts in CRM plugin

It would be very useful to create a web page with the CMS plugin that includes a form to retrieve...

  • 368 views
  • crm
0

CRM plugin - Ability to configure the default display columns if Table selected

The CRM plugin allows to set what is the default List Style when you first open the Deals view. T...

  • 366 views
  • crm
0

CRM plugin - adding tags to multiple contacts as a bulk operation

Adding tags to contacts is a very useful feature.Sometimes that same tag applies to several con...

  • 336 views
  • crm
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