Comments for omelett.es journal

Comment on Email from Tactile CRM by Mark Reynolds

Mark Reynolds — Tue, 22 Sep 2009 15:52:17 +0000

Really glad that you’ve added this email service. Would be great if the development of the email in Tactile could now incorporate HTML email and also allow attachments in the templates, as well as in the standard emails.

Comment on Email from Tactile CRM by Nick Franklin

Nick Franklin — Fri, 11 Sep 2009 12:33:23 +0000

Great work Jake, it works like a charm.

Now we just need macro’s or stored templates with placeholders

Comment on Email from Tactile CRM by Pamela Hilliard Owens

Pamela Hilliard Owens — Thu, 03 Sep 2009 17:31:01 +0000

As always, another great feature from Jake and TactileCRM! Thanks!

Comment on New CSV/Excel Import Wizard by Jake

Jake — Fri, 31 Jul 2009 05:27:05 +0000

At the moment that import doesn’t. We’re looking at adding that shortly.

Jake

Comment on New CSV/Excel Import Wizard by David

David — Fri, 31 Jul 2009 03:09:46 +0000

Nice improvement. Can it attach opportunities and tasks to a account once created?

Comment on Seamless Shoeboxed Import for Biz Card Heaven! by Madison

Madison — Thu, 30 Jul 2009 17:37:22 +0000

This is so awesome!!! Who came up with this?!?! This will save me so much time after tradeshows. Can’t wait to try this stuff out.

Comment on New Activities Widget by WritingItRightForYou

WritingItRightForYou — Wed, 29 Jul 2009 15:35:46 +0000

Thanks Jake! Awesome! I’d better get to work!

Comment on New Activities Widget by Manny

Manny — Wed, 29 Jul 2009 12:10:25 +0000

Useful new features to get a quick overview of the outstanding to-do’s. Nice one guys

Must get on and clear the overdue activities…embarrassing amount of red on the dashboard…

Comment on New CSV/Excel Import Wizard by Jake

Jake — Mon, 27 Jul 2009 16:23:40 +0000

Hi Nigel,

Yes, the import will attach multiple people to the same company/organisation (assuming they have the same name).

Jake

Comment on New CSV/Excel Import Wizard by Nigel Hunter

Nigel Hunter — Mon, 27 Jul 2009 16:14:25 +0000

Hi
This is certainly an improvement of the old system. One question however that remains with me is how do I import numerous people from one organisation? Does tactile stack up multiple people when there are say five entries which have the same organisation information but different people with different contact details?