We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts.
However, this plugin is currently adding absolutely everyone to our CRM automatically, so I've got a list of emails with no other data, and some contacts are irrelevant and not necessary for our CRM.
PLEASE can you make an option, that only LOGS Emails to existing CRM contacts. And if a contact is not in the CRM, it should pop up and say - "This contact is not in CRM do you what to add this contact" Y/N.
This way - I won't end up having a list as long as my arm, of half filled out contacts from my team. 🙂
After creating a static list, there should be an option to bulk enroll individual contacts into that list, similar to how we can manually enroll individual contacts into a workflow.
Currently the options are to:
However it would be much friendlier to be able to have the option to add multiple individual contacts into the static list from the List tool itself, or at least be able to import contacts into the static list (which seems to no longer be possible as per this post)
Currently when you're in Contacts/Companies/Tasks/Deals, if you scroll to the bottom of the list on the first page and then navigate to the next page, you will stay at the bottom of the list rather than return to the top.
i.e. if I set to view 100 tasks and I've scrolled to the very bottom (to task #100), clicking on next page will bring me to #200 rather than #101.
This makes it really inconvenient when working off tasks as users have to scroll back up to the top of the list to see their tasks by order of due date whenever they go to a new page.
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