Recent Suggestions
Below is some of the recent activity our community have been discussing and voting on – it all helps decide what we’ll work on for the next version of Tactile CRM.
- Allow search on more fields [updated]
- Stop Spam at the Web Form
- Allow search on more fields [updated]
- Email management - Receive email via...
- Run report on last contacted
- run reports based on my own custom...
- Physical and Mailing Address
- need to enter 'cases' (not only...
- Add Cases [updated]
- bulk forward handling
- Allow Attachments in emails AND move...
- Display all open opportunities in the...
- run reports based on my own custom...
- run reports based on my own custom...
- Daily tracking [updated]
- Daily tracking
- Allow more options in drop down box...
- add end date to events
- add IM screen names (aim, yahoo,...
- Integration with Freeagent accounting...
We love feedback and suggestions to help make Tactile CRM better, so please visit the feedback forum if you have an idea or suggestion (if you need support, please check out the help/support page).
Roadmap
We believe customers have a right to know what is coming in future versions of our software and influence what we develop (you can check out our user suggestions and feature requests, and make your own too).
The roadmap below shows what is coming in Tactile - we will let you know when the features are ready via your dashboad and email. We don't include dates in our roadmap to avoid disappointment, but we do our best to keep with the features below:
In the pipeline
- More import/export options
- Auto Update - a way to get customer's to update their own details
- iPhone App
Recently Added
- Custom Fields
- Web form integration
- Campaign Monitor Integration
- Updated Sales Reportts
- Shoeboxed Integration
- Site wide search
- API
- Interface Upate
- Increase in plan limits
- Updated FreshBooks Integration
- Opportunity Archiving
- Improved Dropbox
- Opportunity Export
- FreshBooks Integration
- Updated Reports and Graphs
- We've merged 'Clients' and 'Leads' to give 'Organisations'
- Added a new tag cloud to easily find everything you have tagged in Tactile CRM and to give a more powerful search
- Added the ability to rename, merge and delete tags
- Added the ability to delete everything with a certain tag
- Updated the quick search to show 'Recently Viewed' items at the top
- Calendar feeds (iCal/vCal) for your activities
- Date picker for activities
- Updated activities - allow you to store meetings
- Added permissions to individuals (i.e. people not belonging to client/lead)
- Linked emails to people from the dashboard
- vCard Import
- Google Contacts/GMail Import
- Added show/hide links to notes and emails
- Changed the default view for clients, leads and people to be recently viewed, the old alphabetical list is still available
- US style Town/City and County/State fields for organisation addresses
- Ability to search on town/city and county/state fields
- Quick 'mark as complete' for activities on the user dashboard
- Added custom date formats to allow entry of dates in US format (mm/dd/yyyy) - this can be set in your preferences
- Added time zone preference so users can set their time zone for email reminders etc.
- Updated opportunities and graphs to be non-UK (GBP) specific