Settings and activity

11 results found

1. Update Neighborhood Boundaries

   101 votes

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   under review  ·  37 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Tina Liscio supported this idea  ·  May 7, 2025

2. Daily Task Email

   4 votes

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   under review  ·  1 comment  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Tina Liscio supported this idea  ·  Apr 10, 2025
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   Tina Liscio commented  ·  Apr 10, 2025  ·  Edit…  ·  Delete…

   YESS , some sort of notification outside of command to show the task needs to be completed

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3. Calendar View

   7 votes

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   under review  ·  2 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Tina Liscio supported this idea  ·  Apr 10, 2025

4. Task Follow-up

   20 votes

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   working on it  ·  5 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Tina Liscio supported this idea  ·  Apr 10, 2025

5. monthly neighbourhood smart plan

   1 vote

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   under review  ·  0 comments  ·  Command » SmartPlans  ·  Edit…  ·  Delete…  ·  Admin →
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   Tina Liscio shared this idea  ·  Apr 10, 2025

6. 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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   Tina Liscio commented  ·  Oct 8, 2024  ·  Edit…  ·  Delete…

   please allow us to edit activity of call/text ect. you are able to edit note only.

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   Tina Liscio supported this idea  ·  Oct 8, 2024

7. Date-Based Smartplans

   137 votes

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   in the backlog  ·  51 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Tina Liscio commented  ·  Jun 10, 2024  ·  Edit…  ·  Delete…

   have a birthday smart plan that automatically send an email (either Simple or design) on the birthdate of a client,

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   Tina Liscio supported this idea  ·  Jun 10, 2024

8. Edit Neighborhood Nurture Steps

   10 votes

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   under review  ·  4 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Tina Liscio commented  ·  May 21, 2024  ·  Edit…  ·  Delete…

   please allow us to customize the neighbourhood information. such as semi detached. condo, detached home.
   having the different info is great for our clients

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   Tina Liscio supported this idea  ·  May 21, 2024

9. Notifications for Individual Tasks Due

   18 votes

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   under review  ·  8 comments  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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   Tina Liscio supported this idea  ·  May 17, 2024

10. Google Calendar Integration with Tasks

    136 votes

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    in the backlog  ·  20 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Tina Liscio supported this idea  ·  May 17, 2024

11. Customize Task Table Columns (Remove, Resize)

    12 votes

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    in the backlog  ·  6 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Tina Liscio commented  ·  May 6, 2024  ·  Edit…  ·  Delete…

    the task chart has columns that i dont need so it would be nice to add/remove some . ie assigned to, priority

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    Tina Liscio shared this idea  ·  May 2, 2024