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  1. When opening the page of an organisation I would like to see all (pending) activities from contacts belonging to this organisation...

    When opening the page of an organisation I would like to see all (pending) activities from contacts belonging to this organisation...

    E.G. I have a meeting scheduled with Barbara (working for the organisation APR) and a meeting scheduled with Benny (who is also working for APR) ...
    Can I see both of these meetings when I open the APR page?

    1 vote
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      0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
    • Notification when quote is viewed

      Having the opportunity to be notified and take action when a customer looks at a quote is pretty invaluable in helping to close a deal.

      We currently get notified by quotient every time someone views their quote and is one of the main reasons our sales team won't let us move over to current for quoting.

      4 votes
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        0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
      • Search organisations by postcode

        It would be useful to be able to search organisations by postcode. We have a lot of organisations with long or similar names, so when they phone up it would be a lot easier to enter their postcode into the search box

        0 votes
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          0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
        • Assign Venues to An Organisation

          We have a client who own/operate a number of nightlife venues. For each venue, there is a manager, tech and delivery contact. When I get a call from Venue A's tech, I need to see that the tech is at that venue and the venue is part of the organisational group. Being able to delegate venues as members of an organisation would make that easy. As would being able to delegate multiple venues as rooms in a conference centre to the conference centre organisation.

          5 votes
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            1 comment  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
          • Quotes and invoices to contacts

            We would like to be able to send quotes and raise invoices to contacts. Our business is both B2C and B2B some of our clients buy on their own and do not have organizations or companies

            34 votes
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              7 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
            • Merge duplicate organizations

              As a team multiple people can be adding an organisation, contact or venue at the same time, and having to search for every contact before adding someone to see if they are already on there is very long winded, Surely there has to be a way of stopping the duplication of records when they are being created, even if this is just changing the name field to an auto-populate field so that you can see the contact/organisation/venue already exists.

              21 votes
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                6 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
              • Incorporate advanced CRM capabilities: sequence of tasks, more advanced organization filtering, LinkedIn & social media links

                What would be great is to expand on some CRM functions for enabling us to keep in contact and maintain relationships with clients.

                Some functions that would be useful for us would include:

                Pre defined sequence of tasks - So for example you can pre define a task that will automatically create an activity when you send out a quotation to a client. This activity could be to follow up the quotation with a phone call after say 5 days. or define a task that will schedule an activity to book sub contractors and sub hires for opportunities that are…

                9 votes
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                  0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
                • Allow for venues with multiple rooms

                  Some venues we visit regularly have 2, 3 or sometimes even more rooms or room options.
                  When assigning a venue to a job it would be great to have the room options come up on a tick list, this would enable us to easily select th relevant room quickly and easily.

                  58 votes
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                    8 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
                  • Have an option for an organisation to be a venue as well

                    Some of my clients (organisations) are venues as well and i have to enter them twice as a result?

                    56 votes
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                      7 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
                    • Organisations registration and VAT number

                      It would be great if we will be able to put to the CURRENT registration and VAT numbers for our customers.

                      In my opinion this data is necessary to put to the Contract Agreement and so one

                      1 vote
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                        0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
                      • CardDav servers

                        The possibility of synchronizing contacts and organizations through CardDav servers (f.e.fruux) would be fabulous. In this way we could have automatically synchronized contacts Current, computer and smartphone. Thank you

                        3 votes
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                          0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
                        • Map View for Contacts/Venues

                          Sometimes when viewing organisations/venues/contacts its useful to be able to view these on a map so that you can see who the closest supplier is to a venue or other venues close by. Especially when doing venue searches in London.

                          1 vote
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                            0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
                          • When creating a new opportunity, you were notified if an organisation had previously violated the ts&cs.

                            Its be really great if when booking out equipment via the opportunity tab, if when selecting the organisation, it flagged up if they have previously returned late, or not paid on time etc. Due to the nature of our rentals, this would be extremely helpful.

                            3 votes
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                              0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
                            • Show projects in organisation view

                              When I click through to a client (Organisation) or Venue (Venue) I can see a nice list of Opportunities that are linked to them. It would be great if just below this list we could have a list of Projects that are similarly linked.

                              3 votes
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                                1 comment  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
                              • Create groups in People & Organizations for company departments etc.

                                Would be great if I wanted to make a company wide activity, if I could make a group that included everyone, or departments (audio, lights or sales for example). Instead of having to add everyone individually.

                                1 vote
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                                  0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add organizations and venues via vCard

                                  Simply add a Venue, Organization or Contact area to Drag and Drop a VCard to. Or allow a drop down selection after dropping the VCard. Getting really tired of cutting and pasting organizational details when it would be so easy to add this option.

                                  2 votes
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                                    0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Clone venues

                                    I have several locations that have multiple 'studios' so entering details is time consuming. Same way other info can be cloned it would be useful if this worked for venues.

                                    2 votes
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                                      0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Insurance Details for Organisations

                                      The ability to assign an Insurance Amount and Date Range to an Organisation.

                                      If they are looking to hire equipment which goes over their Insurance Limit, it will trigger a warning and if their Insurance is out of date it will issue a reminder/warning.

                                      14 votes
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                                        1 comment  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Sort Contacts by Last name. Have separate fields for first and last names.

                                        Sort Contacts by last name. Have a field for the last name.

                                        2 votes
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                                          0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
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