All ideas

Summary: There is a field listed in the 'Mass Edit' section of the accounts module called 'Class' and the class it relates to is an EQUIP class, not the custom Handle field that we use. Given the fact that our DBS relationship isn't two-way, the f...

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.

We would like to be able to integrate Mailchimp with Handle so that we can ensure unsubscribes come directly through etc.

Create way for users to items to a list of drop down options from inside the drop down item. This would allow users to add new categories of data to an entity instantaneously. Main uses would be in Account Equipment, Trade Inspections, and Referen...

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...

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...

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...

Allow for integrations to collect "lead" data under account records. This is in addition to the current capability to create items like Leads, Sales Calls, Pipelines or Opportunities. Requirements: collect each lead as a record flag account with r...