Settings and activity

38 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

   3 votes

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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

   4 votes

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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

   4 votes

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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

   3 votes

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   under review  ·  4 comments  ·  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  ·  20 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. 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

9. Make "Add Note" Window Bigger

   5 votes

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

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

    15 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

11. 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

12. Bulk Delete Contact Tags

    6 votes

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

13. Ability to Modify Layout of Contact Card

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

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

    26 votes

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

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

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    under review  ·  2 comments  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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    Frank Abate supported this idea  ·  Jun 17, 2024

16. Delete Documents in Opportunities

    36 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

17. 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

18. 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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    Frank Abate supported this idea  ·  Jun 17, 2024