Why doesn't the option exist for me to bulk add Activities to checked records in the People list? Seems that this is a basic functionality of a CRM, yet the bulk edit only allows you to change basic information in records. Instead of being able to check those people off and create an Activity for them (e.g. "Sent card"…
Hi, our client has long term contracts ( life insurance etc. ) and we need to create payment schedule, but there is a limit of 2 years . So this is very short interval. Is it possible to extend this limit or do you have same advice how to solve this? Thank you Lukas Hala
Cannot add more than 36 entries in the "Payment Schedule" section inside a Deal. There's a way to increase that limit? 36 is too small, it represents only 3 years of payments, doesn't make any sense.
Payment Schedule is very interesting and useful functional. But it need some automation. Automatic tasks or notifications to managers that the payment deadline is approaching or the client has overdue payment will positively affect to the company's final profit.
It would really speed us up, if we could create activities in bulk for a list of contacts. We need this, e.g., to mark contacts as recipients of a certain marketing campaign. Currently, we create the filter export the contacts with the system ID open the csv/excel file to edit add the activity fields to the file reimport…
Buolk create Deals or Leads from Contacts or Organisations. I had a client who has Organisations which need to be taken through a renewal pipeline - I had thought this feature existed but turns out you have to import Orgs as Deals in order to create bulk Deals with Orgs
Hi, Hello, it would be very helpful to have a graphical GANTT. This should definitely also have the possibility to export (e.g. pdf). When is an implementation of this planned? This function is very important for us as a company.
Is it possible to send templated emails on behalf of someone on my team? This is in reference to a 1:1 email, not bulk. Thanks.
Right now it is only possible to have one email account synched at the time. You can connect as many emails as you want but only one will be synched with Mail. So to check emails from both accounts, every time you need to go to Settings and change the synched account, which is not perfect. Will it be possible in the near…
I know I can backspace it from the title each time, but it gets old. Also going from a Deal to a Project it then becomes "[Customer Name] Deal Project" which is silly. I want to be able to edit what is automatically added to the "Title" field in each category.
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