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Can i get info using REST API
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1
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41
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October 31, 2025
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General Comments section on Accounts and Contacts screens
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5
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27
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August 7, 2025
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Send an email from CRM and replicates into Microsoft Outlook or email clients
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1
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30
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August 4, 2025
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Is there a way a CRM task to be automatically created based on an alert?
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0
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63
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June 13, 2025
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Can we get functionality on CRM to show the latest activity date & time?
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0
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614
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June 17, 2022
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Link Meetings to Tasks
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1
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833
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April 8, 2022
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Cross reference CRM and Sales database information in a dashboard widget
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1
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954
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August 13, 2021
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Introduction for new member
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0
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969
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July 19, 2021
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2-way Calendar Integration in CRM
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1
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878
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November 6, 2020
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Filtering/Sorting Activity Type Within Accounts
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0
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836
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October 27, 2020
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Usage Logs on CRM Users
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0
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831
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October 26, 2020
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Notes Save & Move Down - Newest on Top (CRM)
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0
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954
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October 26, 2020
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Rearrange Custom Fields in CRM
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5
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1083
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October 26, 2020
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Ability to Export CRM Tasks to Outlook
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0
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900
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October 26, 2020
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Text Formatting in CRM Description Fields
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0
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837
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October 26, 2020
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Recurring Appointments in CRM
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2
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1036
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September 9, 2019
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Adding Task to CRM straight from BI - Later Date Not Required
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0
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1113
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August 20, 2019
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CRM - Deleting Old Campaigns
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0
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1360
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November 21, 2018
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How are you Using Phocas CRM?
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0
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1212
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September 18, 2018
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