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CRM menu upgrades

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2 Votes Status: Requested
Replies: 2 - Pages: 1 - Last Reply: Jul 21, 2020 11:47 AM by: Ken T
Autumn J
Registered: 4/20/20
CRM menu upgrades

I struggle with the current layout of the CRM contacts screen. It would be great if we could customize the menu like real CRM. I rarely need to see a guests physical address but always want to see notes. I hate that I have to click into a guest to see if there were issues with a prior booking.

I would also love to be able to delete or at least archive or even just Not Show some guests. I have guests listed from simple inquiries that have no data because they didn't book and it really junks up my CRM without any way for me to make adjustments. I can delete inquiry guests but not without jumping through hoops but no way for me to delete others with expired booking requests.

It would just be amazing if it would function closer to a real CRM making it more usable for customer outreach.

Thanks!

Ken T
Registered: 8/7/19
Re: CRM menu upgrades

We're planning much more functionality in this area as it evolves over time. This'll take a while to get where it needs to be, but you should see improvements.

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