Settings and activity
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5 votes
Kulani Paikuli
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10 votesKulani Paikuli
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3 votesKulani Paikuli
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15 votesKulani Paikuli
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9 votesKulani Paikuli
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10 votesKulani Paikuli
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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!
Kulani Paikuli
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3 votesKulani Paikuli
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22 votes
An error occurred while saving the comment Kulani Paikuli
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1 vote
Could you not do this by linking them to the Opportunity? If not, please let me know why so I can look into a possible solution. Thank you!
An error occurred while saving the comment Kulani Paikuli
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It could be possible to link task to an opportunity. But for some agents/leadership, we are adding tasks that have nothing to do with an opportunity/contact/recruit and instead are large projects that we are taking on to make our business run more smoothly. Dividing the project into tasks that can be linked to one another would help to organize these tasks. Especially when working on our portion of a project that is being run by the ALC.
Kulani Paikuli
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4 votesKulani Paikuli
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16 votesKulani Paikuli
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5 votesKulani Paikuli
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4 votesKulani Paikuli
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17 votesKulani Paikuli
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2 votesKulani Paikuli
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4 votesKulani Paikuli
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4 votesKulani Paikuli
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22 votesKulani Paikuli
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7 votesKulani Paikuli
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Even the ability to customize an area for largely populated areas would be great. We have clients that love the focused neighborhood nurture smartplans but they are requesting to also see the broader view for the whole city in places like Alexandria, VA and Baltimore, MD.