Settings and activity

17 results found

1. address

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   under review  ·  0 comments  ·  Command » Contacts  ·  Edit…  ·  Delete…  ·  Admin →
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   Patti Bourelle shared this idea  ·  Sep 4, 2025

2. Update Contact's Information after Opportunity is Closed (Home Anniversary, Address)

   27 votes

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   under review  ·  7 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Patti Bourelle supported this idea  ·  Sep 4, 2025

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

   19 votes

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   under review  ·  12 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Patti Bourelle supported this idea  ·  Sep 4, 2025

4. Link All Contacts in a Household or With A Common Address

   10 votes

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   under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Patti Bourelle supported this idea  ·  Sep 4, 2025

5. 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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   Patti Bourelle supported this idea  ·  Sep 4, 2025

6. Update buyer or sellers new address when transaction closes

   3 votes

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Patti Bourelle supported this idea  ·  Sep 4, 2025

7. Allow a total mailing label export for a filter.

   71 votes

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   under review  ·  11 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Patti Bourelle supported this idea  ·  Mar 5, 2025

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

   23 votes

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   under review  ·  6 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Patti Bourelle supported this idea  ·  Mar 5, 2025

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

   17 votes

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   in the backlog  ·  9 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Patti Bourelle supported this idea  ·  Aug 8, 2024

10. Date-Based Smartplans

    131 votes

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    in the backlog  ·  51 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Patti Bourelle supported this idea  ·  Aug 8, 2024

11. Allow Video Attachments in Twilio Texts

    44 votes

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    under review  ·  1 comment  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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    Patti Bourelle supported this idea  ·  Aug 7, 2024

12. Integrate Referral Network into Contacts

    33 votes

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    under review  ·  5 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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    Patti Bourelle supported this idea  ·  Aug 7, 2024

13. Google Calendar Integration with Tasks

    132 votes

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    in the backlog  ·  20 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Patti Bourelle supported this idea  ·  Aug 7, 2024

14. Allow Team Admins to View All Opportunities

    35 votes

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    tell us more  ·  6 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Patti Bourelle supported this idea  ·  Aug 7, 2024

15. Track Referrals in Opportunities

    129 votes

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    in the backlog  ·  19 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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    Patti Bourelle supported this idea  ·  Aug 7, 2024

16. Referral Opportunity Type

    118 votes

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    in the backlog  ·  14 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Patti Bourelle supported this idea  ·  Aug 7, 2024

17. Update Neighborhood Boundaries

    96 votes

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    under review  ·  36 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Patti Bourelle supported this idea  ·  Aug 7, 2024