Settings and activity

92 results found

1. Print Opportunity Timeline Tab

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

2. Include Notes and Activities in Search Function

   23 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

3. 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

4. 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

5. Add Multiple Documents to One Checklist Item

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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

6. 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

7. 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

8. Add Contact Tags Column to Tasks Table

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

9. "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

10. Task Follow-up

    18 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

11. Create templates w/ multiple tasks tied to opp

    4 votes

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

12. SmartViews for Tasks

    6 votes

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    in the backlog  ·  4 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024

13. 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

14. Add Stage and Checklist Templates Library for Opportunities

    26 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

15. Command Calendar (Synced to External Calendars)

    17 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

16. Preferred Partners

    7 votes

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

17. Direct Mail - Prospecting/Farming

    5 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

18. Smaller radius for paid ads

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

19. Birthday Cards

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

20. Allow 10 Images for Paid Ads

    20 votes

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    under review  ·  10 comments  ·  Command » Campaigns  ·  Delete…  ·  Admin →
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    Rebecca Fassnacht supported this idea  ·  Sep 23, 2024