Settings and activity

114 results found

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

   57 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

2. Edit the 'Notes' Associated with an Activity

   12 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

3. Show Email Open as Contact Timeline Activity

   13 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

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

   23 votes

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   under review  ·  2 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Rebecca Fassnacht supported this idea  ·  Oct 30, 2024

5. Print Opportunity Timeline Tab

   5 votes

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   under review  ·  0 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Rebecca Fassnacht supported this idea  ·  Oct 30, 2024

6. Include Notes and Activities in Search Function

   22 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

7. Auto-Save Edits to Activities, Notes, etc. in Contact Record

   7 votes

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   under review  ·  2 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Rebecca Fassnacht supported this idea  ·  Oct 30, 2024

8. Add Tag When Landing Page is Completed

   26 votes

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   under review  ·  7 comments  ·  Command » Websites  ·  Delete…  ·  Admin →
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   Rebecca Fassnacht supported this idea  ·  Oct 1, 2024

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

   14 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

10. Add Multiple Documents to One Checklist Item

    10 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

11. 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

12. Delete Documents in Opportunities

    34 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

13. Use Custom Field Dates as Task Due Date Triggers

    9 votes

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

14. Task Due Dates Based on Opportunity Dates

    7 votes

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    working on it  ·  1 comment  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024

15. Add Contact Tags Column to Tasks Table

    4 votes

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

16. Reset Task List for Opportunity Fall-Through

    4 votes

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    under review  ·  0 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024

17. "Due Tomorrow" Filter Chip

    5 votes

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    under review  ·  0 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024

18. "Select All" for Tasks

    7 votes

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

19. Sort Contacts by Tag When Creating Task

    6 votes

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

20. Moving to new task in the list using arrows

    8 votes

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    under review  ·  2 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024