Settings and activity

5 results found

1. Ability to Edit/Delete System Tags

   38 votes

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   in the backlog  ·  12 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jul 3, 2025

2. Export Opportunities into .CSV File

   21 votes

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   under review  ·  5 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 17, 2025

3. Export Opportunity Documents to 1 PDF File

   14 votes

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   working on it  ·  1 comment  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Anonymous commented  ·  May 19, 2025  ·  Edit…  ·  Delete…

   Functionality to select particular opportunities or ALL opportunities to download all their documents

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4. Custom client update emails

   4 votes

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   under review  ·  0 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 6, 2025
   Anonymous shared this idea  ·  Feb 4, 2025

5. Allow 2+ Contacts Per Opportunity

   50 votes

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   working on it  ·  5 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Anonymous commented  ·  Jun 10, 2024  ·  Edit…  ·  Delete…

   Would like to add a third tenant to a lease opportunity instead of just the two parties tenant and landlord! Please & thank you.

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