8 results found
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When Exporting Mailing Labels, Only Export Selected Relationships for Contact(s)
example: select contact A and B who are linked as spouses with same address and export them. on the export sheet you get the contacts selected and any other contacts that are linked as relationship to contact A or B who have an address. So the user is trying to just get labels for their couples, but then any sons, fathers, cousins, etc of those contacts are exported as well if they have an address. it is exported as a separate label, but it is confusing to agents as they didnt want those people exported. it would make more sense…
13 votes -
Alphabetize Team Member Names in Assignee Field
When updating ownership in a team account, the agents listed are not alphabetical - making it hard to find the agent I need to update the ownership
9 votes -
Sort Mailing Labels Alphabetically
When generating mailing labels they should sort alphabetically and combine married couples on one label.
22 votes -
Prioritize Preferred Contact Method in Contact Record
preferred contact method should be where the phone and email are entered so can immediately see what client prefers; having to scroll down is tedious--you're just not going to do it for every person you meet; plus they may get annoyed if you contact them the non-preferred way and that strains the relationship (weren't you even listening when i told you not to * but instead to *) Anyway, would like to see it in the main 'box' for the contact
17 votes -
Ability to Edit/Delete System Tags
We cannot edit or delete system tags, which results in duplicate tags being created/used. Please give us the option to edit or remove system tags.
24 votes -
Combine Contact Spouses on Mailing Labels with One Last Name
When doing labels print only the last name of the couple once unless one of the parties has different last name. Example Joe and Jane Smith not Joe Smith and Jane Smith
13 votes -
Bulk Add Contacts to Campaign Email Lists
Currently able to do this for MailChimp lists only.
5 votes -
Add SmartPlans Column for Contacts Table View
Add SmartPlans to Available Columns to appear in SmartView allowing agent to see all SmartPlans contacts are associated with.
15 votes
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