All ideas

There are several additions I think would be useful from an IT Security/password perspective: The ability to create a one-time use password that forces users to create their own password once they've logged in. The ability to set a password expiry...

A consolidated calendar containing information from modules including, but not limited to:- Accounts (Next Contact Due Date)- Sales Calls - Prospects (Next Contact Date)- Quotes (Expiration Date)- Deals (Expected Delivery Date)

A member of our team has expressed interest in being able to update quotes in bulk. More specifically, he's interested in updating the Handle quote expiry date of several quotes at once.

Having the option to select the current fiscal month rather than the current calendar month would be a big benefit. When looking at MTD sales for example, this would provide a more accurate result to match up with our sales targets. This would ben...

We recently created a target campaign which involved over 4000 accounts. Some branches had upwards of 200 calls, which made it difficult for us to create mass sales calls and also increased duplicates. I've spoken with Kasey Kehoe-Cox who advised ...

How should it work? We'd like to have the ability to set a baseline list of users that someone can view and edit and then select what modules we'd like them to be able to view and edit this user subset for. For example; we'd like to be able to sel...

What: We're looking to have control over the default user so that we can make updates to the permissions that our users have when first created. Why? This would be helpful as:1. It would reduce the lag time of at least a day in getting these chang...

Looking to push OCA decision information into Handle CRM via API from Deere