Relenta feature ideas

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  1. Ability to attach files to a contact/customer

    if you have a word document or pdf that relates to a customer you might want to quickly find this under the customers details.

    25 votes
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    • Activity Alerts

      When an new activity is assigned to a user... they will only see this if they go to activities and look for it... it would be very helpful in speeding up response time if the 'Activity Tab' turned a different colour (RED) and maybe even indicated the number of unread activities assigned to the user.

      18 votes
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        Seems like there are two types of notifications:

        1. New activity created; may be due today or next year

        2. Activity due in the next X hours or minutes

        So really this should be user-defined alert, otherwise there may be a barrage of unwanted messages…

      • Ability to send quotes/price offers to a customer

        Before you start working with someone they might want a price offer. The ability to send a price offer would be useful. This could be sent as a pdf attached to email. To make this happen you would need a basic product/service price registry. Then a Price offer/quote section where you select products and edit other terms of the offer.

        Another neat way to do this would be to send a link to an online price offer instead of pdf. Then customer could review your offer online and accept it by clicking a "Accept this offer" button. After accepting you…

        10 votes
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        • Edit groups in place

          Change group assignment without leaving contact preview

          8 votes
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          • Sort contact groups on the edit contact screen

            The ability to sort contacts in the left Groups tab is nice but what about doing changes in the right side column, I mean when you have to assign a contact to a group/groups and you have to scroll all over the place to find the right ones because they are not organized in the same way as in the left column, or better in the way you need them at this moment in time?

            Submitted by Lucy of http://www.brightandsmart.com – thank you!

            4 votes
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              under review  ·  1 comment  ·  Admin →
            • 3 votes
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                under review  ·  1 comment  ·  Admin →
              • Contact pill actions

                Instead of "Go to," provide options: Go to, edit, delete, merge. Same on contact list (get rid of existing links)

                3 votes
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                • Moving to another department

                  What if there was a way to simply move something to another department? Maybe a "dropbox" folder that simply would delete an email from one department and move it to another when dropped on the "dropbox" folder? This would simply be for emails that might come into owner/admin that they simply want to delete from the "main" department and move them to the other. Essentially this would be the same as forwarding it to the other department and then deleting it from the main department manually I believe.

                  1 vote
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                  • My Mailbox assignments in user setup

                    As the admin, I would like to be able to "assign" email addresses that would poplulate each users "my emails" box. I would like to do this under user setup with checkboxes beside the available email addresses.

                    1 vote
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                    • Quick add event

                      3 controls: Label | Text | [ ] complete

                      0 votes
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                      • Department skins

                        Color schemes for each department. User-level setting.

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