Settings and activity

39 results found

1. Improving the number of search criteria we can choose from when setting up recurring searches for our clients.

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   under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Frank Abate supported this idea  ·  Mar 12, 2025

2. Option for PO Box for Mailing Address

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Frank Abate supported this idea  ·  Mar 12, 2025

3. Add multiple relationships

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Frank Abate supported this idea  ·  Mar 12, 2025

4. phone numbers. Make it possible to post the same number on multiple contracts as that is a reality

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Frank Abate supported this idea  ·  Mar 12, 2025

5. Have separate fields for First name, Middle name, and Last Name

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Frank Abate supported this idea  ·  Mar 12, 2025

6. Editing a Contact

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   under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Frank Abate supported this idea  ·  Mar 12, 2025

7. Google Calendar Integration with Tasks

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   in the backlog  ·  19 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Frank Abate commented  ·  Aug 20, 2024  ·  Edit…  ·  Delete…

   Why is it not already done? Are you kidding. This is super basic stuff.

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   Frank Abate supported this idea  ·  Jun 17, 2024

8. Create Custom Opportunity Phases/Stages

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   under review  ·  0 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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9. Allow Editing for All Activity Types in Contact Timeline

   13 votes

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   under review  ·  8 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Frank Abate commented  ·  Jun 20, 2024  ·  Edit…  ·  Delete…

   I find it hard to believe we can't edit activities in our notes. This is a POORLY Designed feature and should be addressed.

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   Frank Abate supported this idea  ·  Jun 20, 2024

10. Make "Add Note" Window Bigger

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Frank Abate supported this idea  ·  Jun 20, 2024

11. Bulk Tag All Contacts (Not Just Contacts on Current Page)

    14 votes

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    under review  ·  5 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Frank Abate supported this idea  ·  Jun 20, 2024

12. Add Activity Type Column for Contacts Table View

    9 votes

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    under review  ·  2 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Frank Abate supported this idea  ·  Jun 20, 2024

13. Bulk Delete Contact Tags

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    under review  ·  2 comments  ·  Command » Settings  ·  Delete…  ·  Admin →
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    Frank Abate supported this idea  ·  Jun 20, 2024

14. Ability to Modify Layout of Contact Card

    8 votes

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    under review  ·  4 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Frank Abate supported this idea  ·  Jun 20, 2024

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

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    under review  ·  3 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Frank Abate supported this idea  ·  Jun 20, 2024

16. Option to Unsubscribe from One, Many, or All SmartPlans

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    under review  ·  1 comment  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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    Frank Abate supported this idea  ·  Jun 17, 2024

17. Delete Documents in Opportunities

    34 votes

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    under review  ·  6 comments  ·  Command » Documents and Compliance  ·  Delete…  ·  Admin →
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    Frank Abate supported this idea  ·  Jun 17, 2024

18. Add Other Vendor Type

    33 votes

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    under review  ·  14 comments  ·  CommandMC » Admin Applet  ·  Delete…  ·  Admin →
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    Frank Abate supported this idea  ·  Jun 17, 2024

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

    74 votes

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    under review  ·  12 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Frank Abate supported this idea  ·  Jun 17, 2024