Settings and activity

72 results found

1. Integrate Referral Network into Contacts

   37 votes

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   under review  ·  5 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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   Rebecca Fassnacht supported this idea  ·  Oct 30, 2024

2. Allow Formatting in Notes (Bullets, Space Breaks, etc.)

   30 votes

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   under review  ·  10 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Rebecca Fassnacht supported this idea  ·  Oct 30, 2024

3. Update Neighborhood Boundaries

   105 votes

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   under review  ·  39 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Rebecca Fassnacht supported this idea  ·  Oct 30, 2024

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

   76 votes

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   under review  ·  11 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Rebecca Fassnacht supported this idea  ·  Oct 30, 2024

5. Edit the 'Notes' Associated with an Activity

   18 votes

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   under review  ·  4 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Rebecca Fassnacht supported this idea  ·  Oct 30, 2024

6. Show Email Open as Contact Timeline Activity

   22 votes

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   under review  ·  8 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Rebecca Fassnacht supported this idea  ·  Oct 30, 2024

7. Google Calendar Integration with Contacts (Activity in Timeline)

   28 votes

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   under review  ·  3 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Rebecca Fassnacht supported this idea  ·  Oct 30, 2024

8. Include Notes and Activities in Search Function

   23 votes

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   under review  ·  5 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Rebecca Fassnacht supported this idea  ·  Oct 30, 2024

9. Add Tag When Landing Page is Completed

   29 votes

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   under review  ·  9 comments  ·  Command » Websites  ·  Delete…  ·  Admin →
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   Rebecca Fassnacht supported this idea  ·  Oct 1, 2024

10. Add Co-Op Agent to Parties to the Transaction

    15 votes

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    under review  ·  5 comments  ·  Command » Documents and Compliance  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024

11. Add Multiple Documents to One Checklist Item

    12 votes

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    working on it  ·  2 comments  ·  Command » Documents and Compliance  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024

12. Show Expiration Date on Compliance Request Cards

    10 votes

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    under review  ·  1 comment  ·  Command » Documents and Compliance  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024

13. Delete Documents in Opportunities

    36 votes

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    under review  ·  6 comments  ·  Command » Documents and Compliance  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024

14. Task Follow-up

    20 votes

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    working on it  ·  5 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024

15. SmartViews for Tasks

    8 votes

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    in the backlog  ·  5 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024

16. Customize Task Table Columns (Remove, Resize)

    12 votes

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    in the backlog  ·  6 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024

17. Add Stage and Checklist Templates Library for Opportunities

    27 votes

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    under review  ·  4 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024

18. Command Calendar (Synced to External Calendars)

    19 votes

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    under review  ·  4 comments  ·  Command » Homescreen  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024

19. Preferred Partners

    8 votes

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    under review  ·  3 comments  ·  Command » Homescreen  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024

20. Direct Mail - Prospecting/Farming

    6 votes

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    1 comment  ·  Command » Campaigns  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht commented  ·  Sep 23, 2024  ·  Edit…  ·  Delete…

    Along with the ability to edit them before they are sent

    Save Submitting...
    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024