# \#crm **URL:** https://pug.phocassoftware.com/tag/crm/1.md [Latest](https://pug.phocassoftware.com/latest.md) · [Categories](https://pug.phocassoftware.com/categories.md) · [Tags](https://pug.phocassoftware.com/tags.md) --- ## [Can i get info using REST API](https://pug.phocassoftware.com/t/can-i-get-info-using-rest-api/2984)
**Author:** [@robjones1221](https://pug.phocassoftware.com/u/robjones1221)\ **Replies:** 0\ **Last updated:** [September 15, 2025, 3:04pm UTC](https://pug.phocassoftware.com/t/can-i-get-info-using-rest-api/2984 "2025-09-15T15:04:25Z")
Hi, Is it possible to access a REST API to retrieve information? --- ## [General Comments section on Accounts and Contacts screens](https://pug.phocassoftware.com/t/general-comments-section-on-accounts-and-contacts-screens/2969)
**Author:** [@scottmatwesfil](https://pug.phocassoftware.com/u/scottmatwesfil)\ **Replies:** 5\ **Last updated:** [August 7, 2025, 8:49pm UTC](https://pug.phocassoftware.com/t/general-comments-section-on-accounts-and-contacts-screens/2969 "2025-08-07T20:49:08Z")
looking for a more prominent or easily accessible way to display key customer comments, specifically something like an additional comments field in the account header, rather than having to navigate through the Activitie… --- ## [Send an email from CRM and replicates into Microsoft Outlook or email clients](https://pug.phocassoftware.com/t/send-an-email-from-crm-and-replicates-into-microsoft-outlook-or-email-clients/2970)
**Author:** [@scottmatwesfil](https://pug.phocassoftware.com/u/scottmatwesfil)\ **Replies:** 1\ **Last updated:** [August 4, 2025, 3:58am UTC](https://pug.phocassoftware.com/t/send-an-email-from-crm-and-replicates-into-microsoft-outlook-or-email-clients/2970 "2025-08-04T03:58:24Z")
Like to be able to see emails sent to accounts / clients as parts of sales duties , similar to how tasks can be seen in outlook , 2 way integration would be perfect --- ## [Is there a way a CRM task to be automatically created based on an alert?](https://pug.phocassoftware.com/t/is-there-a-way-a-crm-task-to-be-automatically-created-based-on-an-alert/2951)
**Author:** [@jvergara](https://pug.phocassoftware.com/u/jvergara)\ **Replies:** 0\ **Last updated:** [June 13, 2025, 2:20pm UTC](https://pug.phocassoftware.com/t/is-there-a-way-a-crm-task-to-be-automatically-created-based-on-an-alert/2951 "2025-06-13T14:20:59Z")
I am trying to automate quote follow ups for our sales team based on quote size. I know how to create the alerts where it can email the user. Is it possible to create a task for the follow up? --- ## [Can we get functionality on CRM to show the latest activity date & time?](https://pug.phocassoftware.com/t/can-we-get-functionality-on-crm-to-show-the-latest-activity-date-time/2196)
**Author:** [@Joelcrossley](https://pug.phocassoftware.com/u/Joelcrossley)\ **Replies:** 0\ **Last updated:** [June 17, 2022, 1:20pm UTC](https://pug.phocassoftware.com/t/can-we-get-functionality-on-crm-to-show-the-latest-activity-date-time/2196 "2022-06-17T13:20:58Z")
In the CRM screen. it would be good if we could customise it so it shows the latest time each customer was called. When you click on the customer you can see the latest activity and the corresponding date and time. It w… --- ## [Link Meetings to Tasks](https://pug.phocassoftware.com/t/link-meetings-to-tasks/1732)
**Author:** [@tim.janes](https://pug.phocassoftware.com/u/tim.janes)\ **Replies:** 1\ **Last updated:** [April 8, 2022, 2:31pm UTC](https://pug.phocassoftware.com/t/link-meetings-to-tasks/1732 "2022-04-08T14:31:08Z")
My users have suggested it would be useful to have the capability to link meetings back to tasks within CRM. We are starting to use Tasks as a rolling area where they can continuously record notes related to specific top… --- ## [Cross reference CRM and Sales database information in a dashboard widget](https://pug.phocassoftware.com/t/cross-reference-crm-and-sales-database-information-in-a-dashboard-widget/1930)
**Author:** [@LauraJ14](https://pug.phocassoftware.com/u/LauraJ14)\ **Replies:** 1\ **Last updated:** [August 13, 2021, 8:47pm UTC](https://pug.phocassoftware.com/t/cross-reference-crm-and-sales-database-information-in-a-dashboard-widget/1930 "2021-08-13T20:47:57Z")
Hi there, I want to create a dashboard widget that shows the number of accounts that are either 0 spend or behind budget that haven’t had a CRM action recorded against them in the last month. From looking at dashboard … --- ## [2-way Calendar Integration in CRM](https://pug.phocassoftware.com/t/2-way-calendar-integration-in-crm/1733)
**Author:** [@tim.janes](https://pug.phocassoftware.com/u/tim.janes)\ **Replies:** 1\ **Last updated:** [November 6, 2020, 9:59am UTC](https://pug.phocassoftware.com/t/2-way-calendar-integration-in-crm/1733 "2020-11-06T09:59:55Z")
As we have gotten deeper into using CRM, we are asking our users to use the CRM tool as their main place to record upcoming meetings. Most of them (if not all) are accustomed to using their Outlook calendar as their main… --- ## [Filtering/Sorting Activity Type Within Accounts](https://pug.phocassoftware.com/t/filtering-sorting-activity-type-within-accounts/1741)
**Author:** [@tim.janes](https://pug.phocassoftware.com/u/tim.janes)\ **Replies:** 0\ **Last updated:** [October 27, 2020, 2:50pm UTC](https://pug.phocassoftware.com/t/filtering-sorting-activity-type-within-accounts/1741 "2020-10-27T14:50:02Z")
It is currently possible to filter by Activity “Type” within the large Activities area on CRM. However, when viewing the Activities tab within an Account, there is no capability to filter or even sort by the type of acti… --- ## [Usage Logs on CRM Users](https://pug.phocassoftware.com/t/usage-logs-on-crm-users/1736)
**Author:** [@tim.janes](https://pug.phocassoftware.com/u/tim.janes)\ **Replies:** 0\ **Last updated:** [October 26, 2020, 1:34pm UTC](https://pug.phocassoftware.com/t/usage-logs-on-crm-users/1736 "2020-10-26T13:34:38Z")
I’ve suggested expanding Usage Logs in the past, but this is a new use case. It would be great to see usage logs on CRM use. Though perhaps not as important as seeing logs on report queries and dashboard use, it would he… --- ## [Notes Save & Move Down - Newest on Top (CRM)](https://pug.phocassoftware.com/t/notes-save-move-down-newest-on-top-crm/1735)
**Author:** [@tim.janes](https://pug.phocassoftware.com/u/tim.janes)\ **Replies:** 0\ **Last updated:** [October 26, 2020, 1:31pm UTC](https://pug.phocassoftware.com/t/notes-save-move-down-newest-on-top-crm/1735 "2020-10-26T13:31:52Z")
We have been using Tasks in CRM as a rolling area to record info related to specific subjects. For example, if we are trying to sign up a customer to our Partner Program, we might have a Task named “Partner Program”, and… --- ## [Rearrange Custom Fields in CRM](https://pug.phocassoftware.com/t/rearrange-custom-fields-in-crm/1217)
**Author:** [@tim.janes](https://pug.phocassoftware.com/u/tim.janes)\ **Replies:** 5\ **Last updated:** [October 26, 2020, 12:54pm UTC](https://pug.phocassoftware.com/t/rearrange-custom-fields-in-crm/1217 "2020-10-26T12:54:38Z")
It would be nice to have the ability to rearrange custom fields created within CRM. Perhaps by adding up/down arrows to the list of custom fields like so: --- ## [Ability to Export CRM Tasks to Outlook](https://pug.phocassoftware.com/t/ability-to-export-crm-tasks-to-outlook/1734)
**Author:** [@tim.janes](https://pug.phocassoftware.com/u/tim.janes)\ **Replies:** 0\ **Last updated:** [October 26, 2020, 12:52pm UTC](https://pug.phocassoftware.com/t/ability-to-export-crm-tasks-to-outlook/1734 "2020-10-26T12:52:35Z")
One of my users was requesting the ability to export CRM Tasks into Outlook, similar to how Meetings can currently be exported. I would think it would be similar, since there are also “Start” and “End” dates on Tasks alr… --- ## [Text Formatting in CRM Description Fields](https://pug.phocassoftware.com/t/text-formatting-in-crm-description-fields/1731)
**Author:** [@tim.janes](https://pug.phocassoftware.com/u/tim.janes)\ **Replies:** 0\ **Last updated:** [October 26, 2020, 12:40pm UTC](https://pug.phocassoftware.com/t/text-formatting-in-crm-description-fields/1731 "2020-10-26T12:40:18Z")
My users often complain that they are not able to format text at all within CRM. For example, they would like the ability to bold, italicize, create a bulleted list, etc. to aid with organization and clarity. It would be… --- ## [Recurring Appointments in CRM](https://pug.phocassoftware.com/t/recurring-appointments-in-crm/1210)
**Author:** [@tim.janes](https://pug.phocassoftware.com/u/tim.janes)\ **Replies:** 2\ **Last updated:** [September 9, 2019, 3:59pm UTC](https://pug.phocassoftware.com/t/recurring-appointments-in-crm/1210 "2019-09-09T15:59:11Z")
I wonder if it would be useful to be able to set up recurring appointments within CRM. A few thoughts I have on this: It would be useful if you want to set up a recurring appointment to visit a customer on the Xth day … --- ## [Adding Task to CRM straight from BI - Later Date Not Required](https://pug.phocassoftware.com/t/adding-task-to-crm-straight-from-bi-later-date-not-required/1219)
**Author:** [@tim.janes](https://pug.phocassoftware.com/u/tim.janes)\ **Replies:** 0\ **Last updated:** [August 20, 2019, 3:15pm UTC](https://pug.phocassoftware.com/t/adding-task-to-crm-straight-from-bi-later-date-not-required/1219 "2019-08-20T15:15:49Z")
When adding a new task related to a customer directly from the Actions menu within BI, it does not require the end date/time to be AFTER the beginning date/time. It allows you to save it either way, so if you have the en… --- ## [CRM - Deleting Old Campaigns](https://pug.phocassoftware.com/t/crm-deleting-old-campaigns/805)
**Author:** [@scott.williams](https://pug.phocassoftware.com/u/scott.williams)\ **Replies:** 0\ **Last updated:** [November 21, 2018, 6:50pm UTC](https://pug.phocassoftware.com/t/crm-deleting-old-campaigns/805 "2018-11-21T18:50:29Z")
We have a lot of test campaigns we created when we went live with Phocas CRM, and some old ones that aren’t used. How do I go through and either hide those or delete them so the options to choose a CRM Campaign isn’t a … --- ## [How are you Using Phocas CRM?](https://pug.phocassoftware.com/t/how-are-you-using-phocas-crm/711)
**Author:** [@scott.williams](https://pug.phocassoftware.com/u/scott.williams)\ **Replies:** 0\ **Last updated:** [September 18, 2018, 4:12pm UTC](https://pug.phocassoftware.com/t/how-are-you-using-phocas-crm/711 "2018-09-18T16:12:35Z")
I’m curious how everyone is utilizing Phocas CRM? We went live with it a few months ago and our sales team doesn’t want to use it. A couple folks have starting logging their calls. As a sales manager - how are you uti…