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Ability to deactivate unused or mistakenly created customer profiles

Being able (for admin levels) to delete customer profiles that have been created by mistake (profiles that do NOT contain any transactions/tickets), would be a fantastic option. And being able to deactivate (making the profile/account viewable onl...
Cindy Larrivée over 1 year ago in CRM 1 Already exists

Allowing staff to see notification reports for validation of sent content

It would be really useful for lower level users (staff without admin or management access) to be able to SEE (NOT edit, NOT cancel, just SEE) the notification queue from the report section. With a "view only" access to this report, for their own l...
Cindy Larrivée over 1 year ago in CRM 0 In Review

Checkbox for "Customer declined to provide email address"

When a customer doesn't want to provide an email address, it would save a lot of time to have an option "Refused" that we could check/uncheck. When checked, that would automatically fill the email mandatory field with a generic email address (ex.:...
Cindy Larrivée over 1 year ago in CRM 0 In Review

Call tracking

Is there anyway to have RepairQ integrate with my phone for call tracking? - Carl Burfiend https://www.facebook.com/groups/repairqusergroup/permalink/2457577847820750/?__cft__[0]=AZX6AdXsz_b9kOs6MWkisPJMAXf7-mMQUF71tKUhk0x7QokCQg5mChedgOrG0noE7pmk...
James Schellhorn over 2 years ago in CRM 0 Future consideration

Adding tech name in printable notes section

No description provided
Guest about 2 years ago in CRM / Printing 0 In Review