Settings and activity

13 results found

1. 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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2. Calendar View

   3 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

3. Task Follow-up

   17 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

4. monthly neighbourhood smart plan

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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

5. Make note section/activity to be formatted.

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   under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Tina Liscio shared this idea  ·  Oct 13, 2024

6. ability to attach an PDF or Image to activity to timeline or add another header (contact specific)

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   under review  ·  0 comments  ·  Command » Contacts  ·  Edit…  ·  Delete…  ·  Admin →
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   Tina Liscio shared this idea  ·  Oct 8, 2024

7. Edit the 'Notes' Associated with an Activity

   12 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

8. Calendar and Contact Date-Based SmartPlans

   49 votes

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   in the backlog  ·  28 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

9. Edit Neighborhood Nurture Steps

   7 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

10. Notifications for Individual Tasks Due

    16 votes

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    under review  ·  7 comments  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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    Tina Liscio supported this idea  ·  May 17, 2024

11. Google Calendar Integration with Tasks

    111 votes

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

12. Make Hyperlinks Live in Email Designs

    4 votes

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    under review  ·  0 comments  ·  Command » Designs  ·  Delete…  ·  Admin →
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    Tina Liscio supported this idea  ·  May 9, 2024

13. Customize Task Table Columns (Remove, Resize)

    11 votes

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    in the backlog  ·  5 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