Feature Requests

Thank you for submitting a suggestion to our uservoice portal. Before you continue please consider the following:

We try to make our software as full featured as possible for a wide range of users in order to help 3dcart merchants succeed in their respective businesses.

However, please understand that while your idea may be perfect for your individual business model, it may not work for all stores and situations. We’ve set up this feature request and suggestion portal for ideas that may be of a benefit to all users globally on 3dcart. Hence the voting system that is enabled on the portal.

With that being stated, please also understand that submitting an idea to this portal does not guarantee that the suggestion can or will be implemented globally on the service for all users. As a service, 3dcart has many facets where functionality is dictated by peripheral services and influences such as API connections to Shipping Carriers, contractual agreements and integration parameters with various payment gateway providers, database limitations and other factors that can affect the likelihood of a suggestion being implemented.

If a suggestion is declined, we will make every effort in our control to offer counter suggestions or alternatives to try, including 3rd party-partner services (browse through our App Store) or work arounds using the existing software as is.

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  1. Sort CRM's by "Last Action Date" not just "Opened Date" to better organize the CRM list.

    The Ticket / CRM list should be sorted by the date of last action (reply) not by when the ticket was opened. It makes it more disorganized and you can have old tickets with new replies not on the first page.

    26 votes
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  2. Answer CMR Request requires via e-mail strait from notification mail.

    In the CRM email I am sent that lets me know the customers question, it would be great if it included the customer's email. This would save me several steps in responding to the queries from potential customers.

    Thanks for considering this.

    17 votes
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    7 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow Existing CRM Requests to be Linked to a New or Existing Customer Record.

    Because our store is setup to allow requests as a guest, we often get new customers asking questions via the CRM, only then to have it turn into a New Customer transaction. At other times, they are simply not logged in when posting the question, and then the CRM ticket gets orphaned in the process.
    There should be a way to manually link the CRM ticket to a customer account after the CRM request is posted into the system - and at any time after the fact. Once a Customer Record is created or discovered, the SysAdmin could go back…

    14 votes
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    1 comment  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  4. CRM Multiple Department E-mails

    3D Cart provides multiple departments for the CRM but you can not direct them to the departments. They still go to one e-mail account and that person has to forward the info to the correct department. 3D Cart should allow to designate an e-mail address for each department. This would save time for the webmaster to do other things.

    10 votes
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    2 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  5. I would love to be able to link a CRM to an existing order. Also want to be able to open/add notes to CRM without it contacting the customer

    I wish there was a way to link an order to an existing CRM. I also wish there was a way to open a CRM for a customer or add notes to a CRM without the customer getting emailed each time.

    9 votes
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    2 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  6. Manage Customers Stored Credit Cards

    Allow us to manage the customers stored credit cards in the admin under the customers account. Such as edit or delete cards on file or add new credit cards.

    6 votes
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  7. When responding to a CRM

    When responding to a crm it is natural for me to hit Save out of habit. This is lost if the submit option is there, which is often hidden at the bottom of the screen with your chat room logo hiding it. Would be nice if if responded to the CRM that it was not lost after typing. or that the save sent this along as in an initial CRM

    5 votes
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow Phone # Logins

    Allow customers to create account with email OR phone number.

    5 votes
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  9. Merge Customers

    Need an option to merge customers. During the merge we would need the ability to select the "master" email, address and any other information.

    As I mentioned before, I would provide an example on how our business software handles merges. Very clean and easy.

    ****This suggestion was deleted for some reason with 28 votes****

    4 votes
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    1 comment  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  10. Is there any way to import the call in phone customer list into the permanent "Customer List" database? Merge the 2 lists?

    Would it be possible to merge the phone customer into our permanent Customer List database? We never knew that if someone calls to enter them as a customer and start an account before actually placing the order. When they call back we have no way to look them up as an existing customer when they call to re-order again. Their information is lost. It would be nice to merge those 2 lists in our account - phone list into our Customer list.

    2 votes
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  11. CRM - Show If Customer Opens

    Show if a customer opens up a crm ticket from a staff reply. There several occasions where a customer claims they did not receive the CRM reply email. This will help us monitor CRM tickets and follow up if the customer has not opened the ticket.

    2 votes
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  12. CRM Modal

    Create a module that allows us to copy code and put it wherever we want. This will open a CRM modal for customers to contact us. Similar to the 3dCart feedback.

    2 votes
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  13. Customer CC field needed to contact multiple people within an organization instead of just one.

    We sell to online end-user customers and also process dealer orders. The single email allowed in the customer record works fine for individuals but not for organizations where email notifications need to go to multiple contacts in separate departments such as Procurement, Accounts Payable & Logistics. We need a CC field to copy multiple contacts within an organization in addition to the email used to identify the account.

    2 votes
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  14. Improve CRM file/picture view

    When you send the customer a file (usually an image) the CRM only shows the file name and you can click on it. Then they software downloads the file. The software should show you the picture or click on it and pop it in a window I can see on the browser. When you have multiple people doing support, it is cumbersome to have to download a file just to see it.

    1 vote
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  15. Customer Reset Password - Admin

    Add a "Reset Customers Password" button in the admin under the customers account that emails the customer link to reset. Much easier than trying to walk them through the process. Preferably a double confirmation, so nobody accidentally resets a customers password that doesn't need resetting.

    1 vote
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  16. Multiple Logins Into One Account

    We have several companies that have buyers purchasing from us We're always getting asked if they can create multiple logins (One for each buyer) can be created for the account. Would be great to add this option.

    1 vote
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  17. zendesk

    Allow us to choose "use zendesk" for the CRM feature and have it replace all links to the CRM function in 3dCart to our ZenDesk link.

    1 vote
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  18. Make CRM window larger and add WYSIWYG when choosing from saved replies.

    The window modal that pops up for insert saved replies in the CRM is super small, Make it larger and adding WYSIWYG would be cool also. Everytime i contact support they never have any held they just say this will cost money and for us to contact sale. I mean don't they want to make there customers happy wit the service we are paying for. IDK...

    1 vote
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add Email Blacklist For CRM

    Give us the ability to block CRM submission is we blacklist an email. Tired of constantly receiving people offering SEO work.

    1 vote
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
  20. Display Authorize.net CIM ID

    Display the authorize.net CIM ID's in the customers account and allow is to delete the ID. Reason: Many of our customers get special payment terms. A lot the customers were paying with credit card before they get the special payment terms. When we switch them over the new payment terms, all their saved credit cards still show in the checkout. Deleting the CIM would take care of this. Right now we need to delete every one manually from their account. Some customers use virtual credit cards, so there are a ton on file.

    1 vote
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    0 comments  ·  CRM & Customer Records  ·  Flag idea as inappropriate…  ·  Admin →
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