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Settings and activity

9 results found

  1. Edit the 'Notes' Associated with an Activity

    8 votes

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    under review  ·  3 comments  ·  Command » Contacts  ·  Admin →
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    Dana Brash supported this idea  · 

  2. Add Activity Type Column for Contacts Table View

    8 votes

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    under review  ·  2 comments  ·  Command » Contacts  ·  Admin →
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    Dana Brash supported this idea  · 

  3. Include Follow-Up Input for Activity Tracking

    3 votes

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    under review  ·  0 comments  ·  Command » Reports  ·  Admin →
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    Dana Brash supported this idea  · 

  4. Automated Activity Tracking and Reporting

    6 votes

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    under review  ·  2 comments  ·  Command » Reports  ·  Admin →
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    Dana Brash supported this idea  · 

  5. allow searching for contacts to index the activities

    1 vote

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Dana Brash shared this idea  · 

  6. Auto-Save Edits to Activities, Notes, etc. in Contact Record

    7 votes

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    under review  ·  2 comments  ·  Command » Contacts  ·  Admin →
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    Dana Brash commented  · 

    This is really really not ok. As a tracking system that is legally discoverable we need to make sure we're getting the right information in there. People make mistakes, things happen, double entries, whatever. I have to be able to edit these entries. When will the fix be deployed please?

    Dana Brash supported this idea  · 

  7. Export Selected Contacts (by Filter or SmartView)

    4 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Admin →
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    Dana Brash supported this idea  · 

  8. Check Contact Phone Numbers against Do Not Call List

    23 votes

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    under review  ·  7 comments  ·  Command » Contacts  ·  Admin →
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    Dana Brash supported this idea  · 

  9. Export Tasks to CSV

    7 votes

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    under review  ·  2 comments  ·  Command » Tasks  ·  Admin →
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    Dana Brash commented  · 

    I'd like to be able to export tasks to CSV with contact information especially phone number so I can feed it to my dialer.

    Dana Brash supported this idea  ·