Skip to content
← Welcome to the Keller Cloud ideas portal

Settings and activity

19 results found

  1. Show Email Open as Contact Timeline Activity

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  6 comments  ·  Command » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens supported this idea  · 

  2. Edit a past Activity

    16 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens supported this idea  · 

  3. Filter contacts by tasks

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  2 comments  ·  Command » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Janet Stevens commented  · 

    Agree! This is a two part suggestion: add a filter in the advanced filter section for those with or without tasks. Also, add "Add Task" to the action drop down menu so you can assign a group of people the same task.

    Janet Stevens supported this idea  · 

  4. Make it possible to download/export the task list into Excel

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens shared this idea  · 

  5. Send Image and Video via Text and Email SmartPlan Steps

    23 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  6 comments  ·  Command » SmartPlans  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens supported this idea  · 

  6. SmartViews for Tasks

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    in the backlog  ·  4 comments  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens supported this idea  · 

  7. Created date in the contact profile

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens shared this idea  · 

  8. Submit daily activity through the app

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  1 comment  ·  Command » Command App  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens shared this idea  · 

  9. Activity tracking work days

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Command » Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens supported this idea  · 

  10. Add Contact Tags Column to Tasks Table

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  1 comment  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Janet Stevens commented  · 

    Add tags to the filter section in the tasks page. For example, if I wanted to work on tasks for people I met at open houses, it would be nice to filter the task list by the "Open House" tag.
    (It would also be nice if a task column could be added to the contacts page so you can see which people have tasks. I believe that idea has already been submitted. )

    Janet Stevens supported this idea  · 

  11. Ability to Delete Legacy Tags

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  3 comments  ·  Command » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens supported this idea  · 

  12. Customize Task Table Columns (Remove, Resize)

    12 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    in the backlog  ·  6 comments  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens supported this idea  · 

  13. Add attempts to the daily tracker log

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens shared this idea  · 

  14. Edit the 'Notes' Associated with an Activity

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  3 comments  ·  Command » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens supported this idea  · 

  15. Tasks - sort by name

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens shared this idea  · 

  16. Notifications for Individual Tasks Due

    18 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  8 comments  ·  Command » Messaging and Notifications  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens supported this idea  · 

  17. Allow Video Attachments in Twilio Texts

    41 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  1 comment  ·  Command » Messaging and Notifications  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens supported this idea  · 

  18. Google Calendar Integration with Tasks

    127 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    in the backlog  ·  19 comments  ·  Command » Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens supported this idea  · 

  19. Allow Editing for All Activity Types in Contact Timeline

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  8 comments  ·  Command » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Janet Stevens supported this idea  ·