Settings and activity

118 results found

1. Ability to Pin Note to Top of Notes Tab

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   under review  ·  4 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Aug 27, 2024

2. Use Custom Field Dates as Task Due Date Triggers

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   under review  ·  1 comment  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Aug 21, 2024

3. Task Due Dates Based on Opportunity Dates

   7 votes

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   working on it  ·  1 comment  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Aug 21, 2024

4. Add "Texted" to Call Interaction Outcomes in Complete Task Modal

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   under review  ·  0 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Aug 21, 2024

5. Edit Task Notes after Completion

   3 votes

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   under review  ·  0 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Aug 21, 2024

6. Sticky Filters in Tasks after Opening/Editing Task

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   under review  ·  0 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Aug 21, 2024

7. Reset Task List for Opportunity Fall-Through

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   under review  ·  0 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Aug 21, 2024

8. "Due Tomorrow" Filter Chip

   5 votes

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   under review  ·  0 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Aug 21, 2024

9. "Select All" for Tasks

   7 votes

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   under review  ·  1 comment  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Aug 21, 2024

10. Add "Email" Task Type

    4 votes

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    under review  ·  1 comment  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Aug 21, 2024

11. Link Task to Contact in Edit

    3 votes

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    under review  ·  0 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Aug 21, 2024

12. Task Follow-up

    17 votes

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    working on it  ·  5 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Aug 21, 2024

13. Rename Document Checklists When There are Multiple Versions

    3 votes

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    under review  ·  1 comment  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Kulani Paikuli shared this idea  ·  Aug 21, 2024

14. Create Multiple Tasks Quickly (Using Enter)

    3 votes

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    under review  ·  0 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Aug 21, 2024

15. Allow Multiple Twilio Numbers per User

    4 votes

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    under review  ·  0 comments  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Aug 21, 2024

16. Notification for Multiple Opportunities Created for One Contact

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    under review  ·  1 comment  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Aug 21, 2024

17. Add Stage and Checklist Templates Library for Opportunities

    25 votes

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    under review  ·  4 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Aug 21, 2024

18. Allow Multiple Assignees for Contacts

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    under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Aug 21, 2024
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    Kulani Paikuli commented  ·  Aug 21, 2024  ·  Edit…  ·  Delete…

    I can see how this could be critical, but I know that the reason we can only assign a contact to one person is because of SmartPlans and that the pre-built SmartPlans are currently set up to go out from the assignee. An example would be the neighborhood nurtures. If you have multiple assignees to the contact, you would need to designate a "Primary" assignee who would be that default for the SmartPlans to come from.

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19. Allow Multiple License Numbers in Marketing Profile

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    under review  ·  1 comment  ·  Command » Settings  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Aug 21, 2024

20. Allow for Multiple Home Anniversary Fields

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    under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Aug 21, 2024