Settings and activity

10 results found

1. Ability to pin opportunities on dashboard - it would be a great feature to be able to pin active clients (as well as to combine active regar

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   under review  ·  0 comments  ·  Command » Opportunities  ·  Edit…  ·  Delete…  ·  Admin →
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   Lindsay Holland shared this idea  ·  Feb 19, 2025

2. Google Calendar Integration with Tasks

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   in the backlog  ·  17 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Lindsay Holland commented  ·  Feb 19, 2025  ·  Edit…  ·  Delete…

   Any updates on an ETA for this?

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   Lindsay Holland supported this idea  ·  Feb 19, 2025

3. Ability to Pin Note to Top of Notes Tab

   15 votes

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   under review  ·  4 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Lindsay Holland supported this idea  ·  Feb 19, 2025

4. spouse

   3 votes

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Lindsay Holland shared this idea  ·  Sep 17, 2024

5. Use Custom Field Dates as Task Due Date Triggers

   9 votes

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   under review  ·  1 comment  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Lindsay Holland supported this idea  ·  Sep 17, 2024

6. Sync Spouse Information (Address, Tags, Email, Phone, etc.)

   14 votes

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   under review  ·  11 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Lindsay Holland supported this idea  ·  Sep 17, 2024

7. Choose First Name in Spouse Mailing Label

   6 votes

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Lindsay Holland supported this idea  ·  Sep 17, 2024

8. Add Wedding Anniversary Field to Contact Records

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   under review  ·  2 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Lindsay Holland supported this idea  ·  Sep 13, 2024

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

   23 votes

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   under review  ·  2 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Lindsay Holland shared this idea  ·  May 9, 2024

10. Show Emails Sent to Contacts in Timeline (from All Team Members)

    8 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Lindsay Holland supported this idea  ·  May 9, 2024