Settings and activity
31 results found
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1 vote
Chuck Morris
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3 votesChuck Morris
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3 votesChuck Morris
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241 votesChuck Morris
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23 votesChuck Morris
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38 votesChuck Morris
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17 votesChuck Morris
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33 votes
An error occurred while saving the comment Chuck Morris
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6 votes
An error occurred while saving the comment Chuck Morris
commented
We have too many Business Contacts that have same primary phone number to have the CRM block account creation due to this match. Same goes for family members - many seniors only have one phone number between them and we cannot assign the phone number due to this lack of foresight in the system logic.
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14 votesChuck Morris
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2 votes
An error occurred while saving the comment Chuck Morris
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I use AI recorders for in person meetings. The notes are presented in PDF format. I need that format to remain as it has important bullet points that are essential to remembering the meeting's highlights. The current format from ancient Rome is not user friendly and causes more issues than it solves.
Chuck Morris
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3 votesChuck Morris
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2 votesChuck Morris
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168 votes
An error occurred while saving the comment Chuck Morris
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Need the SmartPlan to be triggered off a date provided (such as a Birthday) - we send birthday cards and mid-year follow up text messages to 100s of agents. We would love to add the agent and then the platform would base the steps off the days since birthday for mid-year follow ups.
Chuck Morris
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2 votesChuck Morris
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3 votesChuck Morris
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4 votesChuck Morris
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6 votes
An error occurred while saving the comment Chuck Morris
commented
The original Labs version of a call as a New Activity looked very much like the request being made. We need to be able to say if call was answered, no answer or if a voice message was left.
Chuck Morris
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17 votesChuck Morris
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7 votesChuck Morris
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As more agents utilize AI-assisted notes and notetakers, be nice to have the CRM built by and for agents to keep up with the times. Perhaps we should let Google take a ***** at it so we would have more customizable fields instead of the antiquated locked down fields from the Beta version.