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Settings and activity

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  1. Allow Editing for All Activity Types in Contact Timeline

    8 votes

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    under review  ·  6 comments  ·  Command » Contacts  ·  Admin →
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    Karen Pack supported this idea  · 
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    Karen Pack commented  · 

    We really need this!!!!! I have accidentally posted a note on one contact that was meant for another - I would like to be able to edit verbiage or add to a comment in lieu of starting another!! This is CRUCIAL in order to have a CLEAN database without a bunch of confusing notes to filter through when we make a mistake -- or have more than one conversation in a day. PLEASE, please, please add the ability to edit our notes for our activities!!!

  2. Calendar and Contact Date-Based SmartPlans

    44 votes

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    in the backlog  ·  28 comments  ·  Command » SmartPlans  ·  Admin →
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    Karen Pack supported this idea  · 
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    Karen Pack commented  · 

    I would love to have the wedding anniversary saved to the contact and a smartplan as well! We help many clients buy homes when they are married and they include us on their special event so we really need to be able to add this feature to command. Please add soon. Thank you!!!