Settings and activity

5 results found

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

   19 votes

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   under review  ·  12 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Bill Ruffner commented  ·  Jul 15, 2025  ·  Edit…  ·  Delete…

   When creating a spouse of a contact, have the address information automatically sync to the spouse's form, Include them on all smart plans the other is on (with the ability to opt out in case they're breaking up or something), and also sync lead info. It is time consuming to manage all of this twice.

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   Bill Ruffner supported this idea  ·  Jul 15, 2025

2. Show Opportunity Notes in Contact Notes

   14 votes

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   under review  ·  2 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Bill Ruffner supported this idea  ·  Jul 15, 2025

3. Button to Replicate Dual Opportunity

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   under review  ·  4 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Bill Ruffner supported this idea  ·  Jul 15, 2025

4. Allow 2+ Contacts Per Opportunity

   45 votes

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   working on it  ·  4 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Bill Ruffner supported this idea  ·  Jul 15, 2025

5. Search Contacts via Map View from Center Point (Farming)

   76 votes

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   under review  ·  12 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Bill Ruffner supported this idea  ·  May 14, 2024