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60 results found

  1. Tags

    Tags the soon the better

    5 votes
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  2. Create a Slack group of Contacts Journal CRM

    I propose to create a Slack community of Contacts Journal CRM fans.

    5 votes
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  3. FIELD TAB TEMPLATE

    Template of multiple custom fields that can be used over and over. Or applied globally.

    4 votes
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  4. Add the possibility to link logs, todo, files also to specific groups

    This would enhance the product quality to the next level. Each log, todo, file should be linked to a specific group (private or public), and, optionally, to one or more contacts. This should be quite easy to implement.

    4 votes
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    3 comments  ·  Admin →
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  5. Business Card Import

    Allow importing of contact information to related fields using smartphone camera.

    4 votes
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  6. Would be great to get an update for the German language. Because it's easier to use

    Languages

    4 votes
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  7. Mapping suggestions

    A map that could be used for routing one's day and a map that could list contacts by category, i.e., high-rise buildings, artchects, engineers, and etc.

    4 votes
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  8. add buttons to quickly write the date and relevant info whent taking notes ... [Short date][Long Date][Time][Device][Location]

    add buttons to quickly write the date and relevant info whent taking notes like ...

    [Short date][Long Date][Time][Device][Location]

    3 votes
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  9. Related Names

    it would be great if the “related names” from Contacts would sync over, and if Contacts Journal could expand on that functionality. There could be a visual tree of related names, drag and drop to link names (with a pop-up for relationship type).

    The related-names features that MonicaHQ just added would be a good place to start for ideas.

    3 votes
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  10. Add a sharing blog (similar to this page) for posting ideas and tips, personalizing the CRM, what has worked for users.

    A forum for users to share their experience would be great.

    3 votes
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  11. Orders and Invoices

    I way a person - sales person - can create an order which then can be seen by a delivery person which then can be emailed as an invoices upon delivery.

    3 votes
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  12. Search for dedicated Field content

    When searching for custom field content, CJ always searches in every field. However content in different fields can have different purposed (e.g. a company name might be listed in a field „Partner“, „Vendor“ etc).

    So if I want to look for all contacts which do have a relationship to Vendor XYZ, I‘d need to filter this way.

    To do this I suggest to allow field names as a search key in the search field. So if I enter: 

    Vendor:XYZ

    In the search phrase, only contacts will get listed where in the Vendor field XYZ is listed. But contacts where XYZ…

    3 votes
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  13. Hide todo tab view

    I'm a huge fan of OmniFocus. I'd like to have the possibility to hide the todo tab, useless to me, and/or possibly to link each todo tab to a OmniFocus context/project.

    3 votes
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  14. Extend custom fields type for contacts

    I'd like to have the possibility to add, e.g. custom hyperlinks or contacts links (e.g. to have a direct link of the contact who made me know a specific person).

    3 votes
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    1 comment  ·  Admin →
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  15. Pulling data into Contacts Journal continuously

    Pull data
    Enable the software to pull data from the phone, email, calendar or text services if initiated outside of Contacts Journal. Example, I would see incoming or outgoing calls similar to the phone log.

    3 votes
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    2 comments  ·  Admin →
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  16. Publish your latest Contacts Journal

    Export to Publish an Print an ever updating contact list, with the option of selecting the relevant fields to display in columns, be it alphabetically, via company, field, job title

    3 votes
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  17. easier sync and mailout.

    should have an easier sync set up fix.
    should be able to do easier group mail outs from iPhone/ipad apps

    3 votes
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  18. Reset Pin color back to default

    I would like to be able to reset all my pins on the map back to the default color

    2 votes
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  19. Rich text support in logs

    Logs - support for HTML/rich text

    2 votes
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  20. View instant messaging information on contacts details view

    Why are instant messaging information hidden?

    2 votes
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