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    Large Templates list issue

    When composing and selecting "Templates" the list does not scroll or allow
    filtering.

    0 comments Feb 13, 2019
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    Include attachment in template

    When using CRM email template with an attachment, the attachment is not included in the email.

    1 comments Apr 28, 2018
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    Display account data on context panel

    Context panel is very useful to see customer information at a glance. However our company use Account for most of the related records, and hence Contact data has little information. Please display related data from Account for its Contact.

    Started 0 comments Jul 14, 2017
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    Disable notifications for tracking

    Add an option to disable notifications for tracking

    Completed 1 comments Jun 16, 2017
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    Sorting meetings, calls or task

    When you go to the module and select meetings, calls or tasks, the presented items are polluted with the held ones. They are also not sorted on date.

    Can you please make a filter to select "scheduled", "held" or "cancelled" OR only display the active ones?

    Planned 1 comments Apr 19, 2017
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    Auto-Lookup/AutoFill Create Contact from Email Body Signature Scrape

    I have used other CRM sidebars and most can auto-look-up and/or autofill contact information by scraping the signature from the body of the email. Would save lots of time to have this done vs looking up to see if the contact exists and then manually typing in the contact information.

    Under Review 0 comments Mar 26, 2017
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    Update Now

    When a user adds many new objects to the CRM and has a lot of emails at the same time, sync between CRM and Yathit is sometimes too slow, and the relations wouldn't load. I suggest placing Update Now button in all popup windows of Yathit. But it should be correctly signed: You cannot load newly created record relation? <now the button> UPDATE NOW

    Planned 1 comments Feb 2, 2017
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    Yathit widget available on CRM page

    If it was possible to make Yathit widget (the one that can slide from the right side of Gmail page) available on CRM page, it would be a huge improvement.

    User could:

    • add new records while viewing other records. For example, I can create case while reading a note from other user or listening to recorded call (we have asterisk integration)
    • use Yathit search engine which is faster
    • have a view of upcoming activities from Yathit available. In CRM they would have to navigate to the corresponding account, module or to the Dashboard.
    Completed 1 comments Aug 3, 2016
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    Create case, create contact

    In sugar email module there is 'Create case' option. Would that be possible to add that to yathit? Also, it would be useful to have 'Create contact' button as one of the email options (preferably not in the same menu as 'Archive e-mail', because during record creation you need an access to contact details in an email message. For example one can need to copy phone numbers from signature).

    Completed 1 comments Jul 25, 2016
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    Autofill suggestions in sugarcrm

    I was thinking if it is possible to implement a feature which is totally not related with Gmail but can be very useful.

    When I used Yathit I realised it handles search of the records much better than sugar.

    1 comments Jul 22, 2016