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Project Report

Open

Default setting to open projects to a saved list instead of opening to all the projects in the system.

0

FollowUp CRM App

Open

A FollowUp app for phones would be a great tool to be able to use while meeting with customers while we don't have our...

1

Activities Table Size

Open

I would like width of the activities table to scale with the aspect ratio of the window. On a 27" screen there is a huge amount...

1

Project Report

Open

Would love the option to pull the project report (on project page) that only shows the most recent comment, not ALL of the...

0

Company Search

Open

Would like to have Check all for Companies in Advanced Search and ability to bulk update company status. Explained to Christine...

1

Clickable HTML Email Signature

Open

I would love to have the ability to use a clickable HTML based email signature when sending emails out of FollowUpCRM.

1

New Report - Sales Status Report

Open

Attached is a screen shot of a sales report that would be very helpful, I think, when holding sales meetings for reviewing...

1

View if email has been opened in contact/company email screen

Open

I'd like to have the ability to see if an email has been viewed in the contact/company email screens like you can in the...

1

Contact First Name selection for template

Open

Is it possible to just pull the contact's first name as a "field" in the template creation tool. It sounds very strange to...

3

Link an email/thread to a company or contact in outlook

Open

I'd like to have the ability to link an email thread or document to a contact or company in the outlook plugin. Currently the...

1