Settings and activity
46 results found
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6 votes
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Brianna Flynn
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18 votesBrianna Flynn
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21 votesBrianna Flynn
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6 votesBrianna Flynn
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6 votesBrianna Flynn
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24 votes
An error occurred while saving the comment Brianna Flynn
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I agree this is so important. It can be so hard to read old notes you wrote when following up with clients or recruits before an appointment
Brianna Flynn
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2 votesBrianna Flynn
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5 votesBrianna Flynn
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98 votesBrianna Flynn
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30 votesBrianna Flynn
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18 votes
Where would you expect to see these custom fields in the Associate record? Would it be on a specific tab, on the left sidebar, etc? Where would you set up these custom fields (ex: in the Admin Applet)? Who would be allowed to create and edit these custom fields? Would they need to be marked as required?
Please let us know so that we can work on ideating this for you!
Brianna Flynn
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An error occurred while saving the comment Brianna Flynn
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I totally agree that this is needed. I would expect to see it it in the same place in the cards that the agents have under general information on the left sidebar. I think setting up the custom fields could be completed in the admin applet. I think only the OP should be allowed to set them up if deleting them would not be possible in the future as tags are not able to be deleted by old employees. I think anyone should be able to fill out the custom fields or add "new" field selections. Being marked as required would be nice, but not necessary and it would be nice if we could mark them to add to onboarding profile. Searching these fields and using inclusion and exclusion filters including sort would be critical.
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16 votesBrianna Flynn
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22 votesBrianna Flynn
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10 votesBrianna Flynn
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12 votesBrianna Flynn
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25 votesBrianna Flynn
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10 votes
An error occurred while saving the comment Brianna Flynn
commented
The interaction types under "Add Activity" on an agent's card for timeline are limited meeting, call and text. Much communication is done via email and having that interaction type would be incredibly helpful especially if it was done like how it is on the agent's side of Command for their contacts.
Brianna Flynn
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4 votes
An error occurred while saving the comment Brianna Flynn
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I really need this to. This is a very commonly used feature in Follow-Up Boss and one of the primary objections I have from agents who want to move from FUB to Command. Also, when we are teaching to agents to follow up and call people in their watch, nurture or hot, you can just go down the line because the phone numbers are not in the opportunity details, which is also crazy.
Brianna Flynn
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24 votesBrianna Flynn
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An error occurred while saving the comment Brianna Flynn
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I am also asking for when you upload a CSV instead of failing d/t duplicate email or phone number, ask to merge the contacts and add notes or updates. I would also like to use this to mass update tags.
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107 votes
This is important as it can add a lot of unnecessary clicks.