Settings and activity

5 results found

1. Add Wedding Anniversary Field to Contact Records

   7 votes

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   under review  ·  3 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Jenn Kabitzke supported this idea  ·  Apr 7, 2025

2. Date-Based Smartplans

   137 votes

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   in the backlog  ·  51 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Jenn Kabitzke supported this idea  ·  Apr 7, 2025

3. 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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   Jenn Kabitzke supported this idea  ·  Apr 7, 2025

4. Edit Home Anniversary and Birthday SmartPlan Steps

   13 votes

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   under review  ·  1 comment  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Jenn Kabitzke supported this idea  ·  Apr 7, 2025

5. allow custom smart plan to use birthday information from a Contact’s details

   66 votes

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   under review  ·  22 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Jenn Kabitzke shared this idea  ·  Sep 30, 2024