Skip to content
← Welcome to the Keller Cloud ideas portal

Settings and activity

9 results found

  1. Sync Spouse Information (Address, Tags, Email, Phone, etc.)

    24 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  ·  12 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
    Michelle Sindy commented  · 

    In NOTES or when logging an interaction, we need a function that will duplicate our notes and actions for married couples/all contacts associated with the primary contact. As it stands now, we have to do double work by copying and pasting from one to the other.

    Michelle Sindy supported this idea  · 

  2. Add Custom Activity Types

    10 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
    Michelle Sindy supported this idea  · 

  3. Bulk Actions (Complete, Delete, Add Assignee, Add Note, etc.)

    19 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 » 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
    Michelle Sindy supported this idea  · 

  4. Add Multiple Documents to One Checklist Item

    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

    working on it  ·  2 comments  ·  Command » Documents and Compliance  ·  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
    Michelle Sindy supported this idea  · 

  5. Combine Contact Spouses on Mailing Labels with One Last Name

    19 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  ·  9 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
    Michelle Sindy supported this idea  · 

  6. Add Transaction Coordinator as Vendor Type

    24 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

    working on it  ·  6 comments  ·  CommandMC » Admin Applet  ·  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
    Michelle Sindy supported this idea  · 

  7. Allow Spouse Contacts to Share Email

    9 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
    Michelle Sindy supported this idea  · 

  8. Ability to Edit/Delete System Tags

    38 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  ·  12 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
    Michelle Sindy supported this idea  · 

  9. Custom Merge Tags for SmartPlans

    35 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  ·  10 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
    Michelle Sindy supported this idea  ·