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General Comments section on Accounts and Contacts screens
|
|
5
|
17
|
August 7, 2025
|
|
Send an email from CRM and replicates into Microsoft Outlook or email clients
|
|
1
|
18
|
August 4, 2025
|
|
Is there a way a CRM task to be automatically created based on an alert?
|
|
0
|
48
|
June 13, 2025
|
|
Can we get functionality on CRM to show the latest activity date & time?
|
|
0
|
613
|
June 17, 2022
|
|
Link Meetings to Tasks
|
|
1
|
826
|
April 8, 2022
|
|
Cross reference CRM and Sales database information in a dashboard widget
|
|
1
|
950
|
August 13, 2021
|
|
Introduction for new member
|
|
0
|
964
|
July 19, 2021
|
|
2-way Calendar Integration in CRM
|
|
1
|
873
|
November 6, 2020
|
|
Filtering/Sorting Activity Type Within Accounts
|
|
0
|
835
|
October 27, 2020
|
|
Usage Logs on CRM Users
|
|
0
|
827
|
October 26, 2020
|
|
Notes Save & Move Down - Newest on Top (CRM)
|
|
0
|
951
|
October 26, 2020
|
|
Rearrange Custom Fields in CRM
|
|
5
|
1064
|
October 26, 2020
|
|
Ability to Export CRM Tasks to Outlook
|
|
0
|
897
|
October 26, 2020
|
|
Text Formatting in CRM Description Fields
|
|
0
|
834
|
October 26, 2020
|
|
Recurring Appointments in CRM
|
|
2
|
1028
|
September 9, 2019
|
|
Adding Task to CRM straight from BI - Later Date Not Required
|
|
0
|
1109
|
August 20, 2019
|
|
CRM - Deleting Old Campaigns
|
|
0
|
1355
|
November 21, 2018
|
|
How are you Using Phocas CRM?
|
|
0
|
1208
|
September 18, 2018
|