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Settings and activity

9 results found

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

    19 votes

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    under review  ·  12 comments  ·  Command » Contacts  ·  Admin →
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    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

    9 votes

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    under review  ·  6 comments  ·  Command » Contacts  ·  Admin →
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    Michelle Sindy supported this idea  · 

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

    17 votes

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    under review  ·  6 comments  ·  Command » Tasks  ·  Admin →
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    Michelle Sindy supported this idea  · 

  4. Add Multiple Documents to One Checklist Item

    11 votes

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

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

    18 votes

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    in the backlog  ·  9 comments  ·  Command » Contacts  ·  Admin →
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    Michelle Sindy supported this idea  · 

  6. Add Transaction Coordinator as Vendor Type

    18 votes

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    under review  ·  4 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Michelle Sindy supported this idea  · 

  7. Allow Spouse Contacts to Share Email

    7 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Michelle Sindy supported this idea  · 

  8. Ability to Edit/Delete System Tags

    31 votes

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    in the backlog  ·  12 comments  ·  Command » Contacts  ·  Admin →
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    Michelle Sindy supported this idea  · 

  9. Custom Merge Tags for SmartPlans

    18 votes

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    under review  ·  7 comments  ·  Command » SmartPlans  ·  Admin →
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    Michelle Sindy supported this idea  ·