CRM

Remove ability to create duplicate contacts. No override allowed.

When attempting to link a contact as a subscriber to a client site, the system should warn you if the contact is associated with an inactive client and that the subscriber account won't work even though it creates the account. Or iChannel shouldn'...

Users requesting an option to filter clients by active/inactive status when moving files between sites. When they go a little too quickly, they end up moving a file to an inactive site with a similar name. Pretty much identical to the "Include Ina...

Would be nice if when you entered numbers into the phone and fax fields that the software would automatically format numbers into a standard (111) 111-1111 format. There are all kinds of dashes, periods, etc and if number is typed without them, it...