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iPhone Application - Urgent Matter
Hello Salesforce, as a customer I felt the need to bring urgent awareness to a poor strategy that you have in place right now that is proving to be disastrous to your creditability and loyalty to your subscribers.
Charging a mobile user fee to your loyal users will prove to be one of the poorest marketing/PR mistakes that your firm has made. Right now "real-time" Salesforce is receiving a huge amount of negative chatter on the web related to you charging for your mobile client for cell phone/PDA users. Guy's, I suggest you immediately consult with your Executive team to contemplate your fate on this issue, as the backlash is happening big time right now on the web.
The money that groups invest on your product user licensing alone should be more than enough to cover a mobile connectivity. Don't believe me, go on the web and research what your other customers are saying.
If you want to succeed, YOU WILL NEED TO LISTEN TO YOUR CUSTOMERS!
Notes and Attachments on Salesforce Mobile
We really need to see "Notes and Attachments" on Mobile (attachments less so). Our field uses this section for a majority of their notes, as opposed to logging information in the comments section on Events/Tasks/etc. Without this information, Mobile doesn't provide a complete picture of the history. Sure, you can see event, task, and opportunity history, but you won't know what you talked about last or recent changes to client needs, for example. Most of our field is "mobile" or offline during the day and when meeting with clients. If they want the notes history for a client meeting, they will just end up printing the information.
Windows Mobile- Related Items not showing as per setting
It would be great to have the related list in the Windows Mobile device showing in the same order as per set in the Mobile Configuration page of the app.
Currently, the related lists order of an object is not consistent with the order that is in the Mobile Configuration page.
Thanks!
Allow signature image capture on mobile devices
It would be very useful to allow a digital signature to be captured via Salesforce Mobile on a device with a touchscreen. Similar to the solutions used by FedEx, UPS, DHL etc. when you sign for a package.
This would be used in any environment where a customer or prospect needed to sign to say they accept terms and conditions (for example for professional advice), signing for receipt of an item or signing up for a contract, such as a mobile or utility contract.
The image would need to be saved as a file in such a way that it could not be deleted or tampered with.
SF Mobile- Display First name first rather than Last name first
SF Mobile- Display First name first rather than Last name first.
The order in the App is First name then last name on User Lookup.
It would be great to have an option so that this is consistent from the SF mobile interface!
Refresh Record Link for SF Mobile
Since their is often a delay in Salesforce mobile data being updated, it would be nice if there was a refresh record option in the menu.
Example: When clicking a record (Contact, Lead, Account etc.) in Salesforce mobile, a refresh or synch record option could at least tell you when the record was last update on the mobile device, and give you the option to check salesforce.com to see if any updates to that record are available.
This would eliminate the issue of (is that accurate or not) when you look at data in SF Mobile.
Invite Multiple Attendees in Salesforce Mobile Calendar
It would be useful if a user of Salesforce Mobile could invite other users to the event when creating it through the Blackberry.
This would be comparable functionality to the live website.
Regards
Carl
Voice Input of Text into Salesforce Mobile
Ability to use speech recognition instead of typing when entering text into search boxes, description & comment fields, etc.
Sync Leads with Outlook Contacts
My team is very mobile and would really benefit from the ability to sync leads with Outlook Contacts. In fact this is our biggest pain point with SFDC right now. The team would like to be able to have these leads as contacts in their PDA/phone so they can make calls while driving and so they know who is calling them back.
Here is how I see it working:
1. Leads sync to the owners Outlook as a contact.
2. Contacts should also be able to sync to leads in SFDC as well. That way if a rep meets a prospect and enters the information in their PDA/phone this can sync with SFDC and does not require duplicate entry. Just like calender events.
3. If there is a duplicate lead record for an existing contact there should be a basic duplicate record search (ie first and last name and company name) and a duplicate resolution box should pop up. If this is too complicated the contact can just be duplicated... this is not a deal breaker.
4. Sync behavior should have the identical options as are currently offered. (ie sync with Salesforce, Import w/ Salesforce, etc.)
SMS for Alarms!
Let's not assume every Salesforce user is ALWAYS in front of their web browser! How do we make sure no one misses an event or tasks if they are busy away from the desk?
There should be an option to send Alarms to SMS so I can get them on my cell phone.
The jingle and pop-up that Salesforce currently has for alarms is nice, but not so helpful if I'm away form the desk. Would be great to have the SMS which goes right to my cell.
User interface could read:
Send Event Alarms to SMS (YES/NO)
Send Task Alarms to SMS (YES/NO)
Phone Number to send SMS: xxx-xxx-xxxx
Customise period of Synchronisation Data for Tasks / Activity History in Offline Edition
We really need to be able to see a contact's full activity history in the Offline edition. Currently we can only see 2 past months and current/future tasks.
As a business with lengthy sales cycles, this isn't nearly enough.
We need a way of customising how far back we synchronise the activity history for each contact in the Offline edition. Urgently - or our salespeople may explode!
Thanks
Salesforce Mobile - Cases Tab
Wouldn't it be a good idea to enable the Cases tab in Salesforce mobile?
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