Skip to content
← Welcome to the Keller Cloud ideas portal

Settings and activity

42 results found

  1. Verification Code for Transaction Coordinators

    175 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  17 comments  ·  Command » Settings  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 

  2. Sort by Contact Health Score

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  2 comments  ·  Command » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tonya Cozart commented  · 

    being able to add a "healthscore" column on the contact view would be fantastic to see what contacts might need work when working thru DTD2's

  3. Use Custom Field Dates as Task Due Date Triggers

    9 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  1 comment  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 

  4. Task Follow-up

    12 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    working on it  ·  5 comments  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 

  5. Sticky Filters in Tasks after Opening/Editing Task

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 

  6. Bulk Actions (Complete, Delete, Add Assignee, Add Note, etc.)

    11 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  5 comments  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 

  7. Reset Task List for Opportunity Fall-Through

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 

  8. "Due Tomorrow" Filter Chip

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 

  9. Filter contacts by tasks

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  1 comment  ·  Command » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 

  10. "Select All" for Tasks

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  1 comment  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 

  11. Add "Email" Task Type

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  1 comment  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 

  12. Create Multiple Tasks Quickly (Using Enter)

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 

  13. Task Table Remains "Sticky" after Completion

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    in the backlog  ·  2 comments  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 

  14. SmartViews for Tasks

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    in the backlog  ·  4 comments  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tonya Cozart commented  · 

    smartview creation like in contacts, where you can choose what columns you want to see, save their width, size, etc. also to filter out by date on the smart view, cause on recurring tasks (<thanks for that!) we dont need to see what is coming up next year, that should be filtered out. If you dont have a lot of tasks then those repeat and it makes it look like you have not done it till you check it is on next year...

    Tonya Cozart supported this idea  · 

  15. Customize Task Table Columns (Remove, Resize)

    10 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    in the backlog  ·  4 comments  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 
    An error occurred while saving the comment
    Tonya Cozart commented  · 

    this would be a great option, not everyone needs to see the same columns, an option to customize your own view and then save that view as the default would be awesome.

  16. Automated Activity Tracking and Reporting

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  2 comments  ·  Command » Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 

  17. Include Follow-Up Input for Activity Tracking

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Command » Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tonya Cozart supported this idea  · 

  18. Add Activity Type Column for Contacts Table View

    8 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  2 comments  ·  Command » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tonya Cozart commented  · 

    this is a great idea!

    Tonya Cozart supported this idea  · 

  19. Show Email Open as Contact Timeline Activity

    10 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  4 comments  ·  Command » Messaging and Notifications  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tonya Cozart commented  · 

    this would be super helpful

    Tonya Cozart supported this idea  · 

  20. Add Custom Activity Types

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  5 comments  ·  Command » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tonya Cozart commented  · 

    I was coming here to post this, so many use social media as ways to connect, it would be nice to add even what platform, so instead of "text" or "note" you could put "snapchat" or "facebook"

    Tonya Cozart supported this idea  · 
← Previous 1 3