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Settings and activity

15 results found

  1. Parties to Transaction - make address & company nickname optional fields

    4 votes

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    under review  ·  2 comments  ·  Command » Opportunities  ·  Admin →
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    Kurtis Hartsock commented  · 

    Yes! I am trying to update contacts and it keeps making me pick their company. Example, my client was retired. He has no company anyways!

    Kurtis Hartsock supported this idea  · 

  2. Editing a Contact

    2 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Admin →
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    Kurtis Hartsock commented  · 

    It would be nice to be able to click on the contact we are on and add a tag or move a phone number or email from an import to the main position without having to enter into the edit tab. It just creates extra steps and time. While doing lead gen, I want to make updates to the contact and this is a little bit extra work that takes away from what I am trying to do.

    Kurtis Hartsock shared this idea  · 

  3. Allow Editing for All Activity Types in Contact Timeline

    12 votes

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    under review  ·  8 comments  ·  Command » Contacts  ·  Admin →
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    Kurtis Hartsock supported this idea  · 

  4. Bulk Delete Contact Tags

    6 votes

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    under review  ·  2 comments  ·  Command » Settings  ·  Admin →
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    Kurtis Hartsock supported this idea  · 

  5. Allow Merging of Duplicate Contacts at Import

    24 votes

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    under review  ·  5 comments  ·  Command » Contacts  ·  Admin →
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    Kurtis Hartsock supported this idea  · 

  6. Default signature needed in email from contact module

    8 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Kurtis Hartsock supported this idea  · 

  7. Check Contact Phone Numbers against Do Not Call List

    32 votes

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    under review  ·  7 comments  ·  Command » Contacts  ·  Admin →
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    Kurtis Hartsock supported this idea  · 

  8. Hide "country" for printing labels.

    11 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Admin →
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    Kurtis Hartsock supported this idea  · 

  9. Export Mailing Labels via Tag

    12 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Admin →
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    Kurtis Hartsock supported this idea  · 

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

    24 votes

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    under review  ·  10 comments  ·  Command » Contacts  ·  Admin →
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    Kurtis Hartsock supported this idea  · 

  11. Allow Duplicate Contacts in Team Database

    16 votes

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    under review  ·  2 comments  ·  Command » Contacts  ·  Admin →
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    Kurtis Hartsock supported this idea  · 

  12. Add year back to the Birthday field in command. It appears to have been removed in a recent update.

    16 votes

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    under review  ·  4 comments  ·  Command » Contacts  ·  Admin →
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    Kurtis Hartsock supported this idea  · 

  13. Search Contacts via Map View from Center Point (Farming)

    69 votes

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    under review  ·  12 comments  ·  Command » Contacts  ·  Admin →
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    Kurtis Hartsock supported this idea  · 

  14. Update Neighborhood Boundaries

    43 votes

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    under review  ·  6 comments  ·  Command » Contacts  ·  Admin →
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    Kurtis Hartsock supported this idea  · 

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

    57 votes

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    under review  ·  11 comments  ·  Command » Contacts  ·  Admin →
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    Kurtis Hartsock supported this idea  ·