Settings and activity

43 results found

1. Tags should sort alphabetically on contact card and list view

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Tonya Cozart supported this idea  ·  May 15, 2025

2. Listings Activity/Value Report

   3 votes

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   1 comment  ·  Command » Listings  ·  Delete…  ·  Admin →
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   Tonya Cozart supported this idea  ·  May 15, 2025

3. add activity to a group

   3 votes

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Tonya Cozart supported this idea  ·  May 15, 2025

4. Activity tracking work days

   4 votes

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   under review  ·  0 comments  ·  Command » Reports  ·  Delete…  ·  Admin →
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   Tonya Cozart supported this idea  ·  May 15, 2025

5. Edit the 'Notes' Associated with an Activity

   17 votes

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   under review  ·  3 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Tonya Cozart supported this idea  ·  May 15, 2025

6. Edit a past Activity

   20 votes

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Tonya Cozart supported this idea  ·  May 15, 2025

7. Command Calendar (Synced to External Calendars)

   19 votes

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   under review  ·  4 comments  ·  Command » Homescreen  ·  Delete…  ·  Admin →
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   Tonya Cozart supported this idea  ·  Apr 23, 2025

8. Google Calendar Integration with Contacts (Activity in Timeline)

   27 votes

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   under review  ·  3 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Tonya Cozart commented  ·  Apr 23, 2025  ·  Edit…  ·  Delete…

   this would be so so handy! gmail does it, calendar should too!

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   Tonya Cozart supported this idea  ·  Apr 23, 2025

9. Add System Tag when Contacts Unsubscribe from Emails

   13 votes

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   under review  ·  5 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Tonya Cozart supported this idea  ·  Mar 13, 2025

10. Filter by Twilio Unsubscribed/Undelivered

    8 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Tonya Cozart supported this idea  ·  Mar 13, 2025

11. Filter by Unsubscribed from Emails

    11 votes

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    under review  ·  4 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Tonya Cozart supported this idea  ·  Mar 13, 2025

12. Allow Guest Users for Individual Agents

    280 votes

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    in the backlog  ·  55 comments  ·  Command » Settings  ·  Delete…  ·  Admin →
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    Tonya Cozart supported this idea  ·  Nov 15, 2024

13. Sort by Contact Health Score

    4 votes

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    under review  ·  3 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Tonya Cozart commented  ·  Aug 14, 2024  ·  Edit…  ·  Delete…

    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

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14. Task Follow-up

    20 votes

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    working on it  ·  5 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Tonya Cozart supported this idea  ·  Aug 8, 2024

15. Sticky Filters in Tasks after Opening/Editing Task

    4 votes

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    under review  ·  0 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Tonya Cozart supported this idea  ·  Aug 8, 2024

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

    17 votes

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    under review  ·  6 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Tonya Cozart supported this idea  ·  Aug 8, 2024

17. Filter contacts by tasks

    5 votes

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    under review  ·  2 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Tonya Cozart supported this idea  ·  Aug 8, 2024

18. "Select All" for Tasks

    7 votes

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    under review  ·  1 comment  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Tonya Cozart supported this idea  ·  Aug 8, 2024

19. Task Table Remains "Sticky" after Completion

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    in the backlog  ·  2 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Tonya Cozart supported this idea  ·  Aug 8, 2024

20. SmartViews for Tasks

    6 votes

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    in the backlog  ·  4 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Tonya Cozart commented  ·  Aug 8, 2024  ·  Edit…  ·  Delete…

    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...

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    Tonya Cozart supported this idea  ·  Aug 8, 2024