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Excel import restriction by module · Under review
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Add in contacts
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Saving notes · Declined
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Add a login to crm live on the website home page · Released
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Add user-defined validation formulas to user-defined fields · Under review
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Outlook - address book integration · Under review
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Merge historical notes into one long note, or by category, fewer notes. · Declined
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Option to set startup screen similar to that on Desktop/Web access. · Released
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Combined Companies: no audit, and opportunity audit fields altered · Under review
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outlook integration
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auto uplaod · Declined
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Add ability to find campaigns Suspended by Service. · Declined
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Ability to duplicate an Opportunity and then change the client name · Under review
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Undo option when you Make List Current · Under review
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Audit trail to track which records are deleted or exported · Released
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Interface Customization for CRM Live
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Assistant Email or Email Address 2/3 Auto Send in CC in Bulk Messages · Under review
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'Print All' Button in History & Audit Tabs · Under review
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phone message details · Planned
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Conditional merge fields in email/word merge processor · Under review