How usefull is YATHIT usefull for us. <a href="https://techvatan.com/">find IP address Windows 10t</a>. I have a site by name of techvatan.com
How to use YATHIT sddddddddddddddddddddddddddddd dddddddd ddddddddddd ddddddd dddddddd ddddDeleted 0 comments Jul 11, 2020
Large Templates list issue
When composing and selecting "Templates" the list does not scroll or allow
filtering.0 comments Feb 13, 2019
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
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.Completed 0 comments Jul 14, 2017
Disable notifications for tracking
Add an option to disable notifications for trackingCompleted 1 comments Jun 16, 2017
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?Under Review 1 comments Apr 19, 2017
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
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 NOWCompleted 1 comments Feb 2, 2017
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.
Completed 1 comments Aug 3, 2016
- 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.
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
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
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