Settings and activity

62 results found

1. Alert Pop-Up or Prominent Field under/next to Contact Name

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   under review  ·  0 comments  ·  Command » Contacts  ·  Edit…  ·  Delete…  ·  Admin →
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   Darcy Farrington shared this idea  ·  Feb 23, 2026

2. Merge Field text size

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   under review  ·  0 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Darcy Farrington supported this idea  ·  Feb 23, 2026

3. Ability to change the order in which Contact Custom fields are displayed

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Darcy Farrington supported this idea  ·  Feb 23, 2026

4. Task Follow-up

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   working on it  ·  5 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Darcy Farrington supported this idea  ·  Feb 23, 2026

5. Show Received Emails in Contact Timeline

   14 votes

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   under review  ·  2 comments  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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   Darcy Farrington supported this idea  ·  Feb 23, 2026

6. Contact History

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Darcy Farrington supported this idea  ·  Feb 23, 2026

7. Ability to Modify Layout of Contact Card

   10 votes

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   under review  ·  4 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Darcy Farrington supported this idea  ·  Feb 23, 2026

8. Searchable Custom Fields

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   under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Darcy Farrington supported this idea  ·  Feb 23, 2026

9. Add Wedding Anniversary Field to Contact Records

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   under review  ·  3 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Darcy Farrington supported this idea  ·  Feb 23, 2026

10. Adding a brand new contact in the contact pop up screen

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Darcy Farrington supported this idea  ·  Feb 23, 2026

11. Prioritize Address in Contact Entry Modal

    23 votes

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    under review  ·  8 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Darcy Farrington commented  ·  Feb 16, 2026  ·  Edit…  ·  Delete…

    Please, please, please have the phone type display next to all phone numbers as well! We need to be able to see all contact information, including primary address, in one view.

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    Darcy Farrington supported this idea  ·  Feb 16, 2026

12. view saved search results

    24 votes

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    under review  ·  6 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Darcy Farrington supported this idea  ·  Feb 16, 2026

13. Include Notes and Activities in Search Function

    26 votes

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    under review  ·  5 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Darcy Farrington supported this idea  ·  Feb 16, 2026

14. Filter by Custom Fields

    32 votes

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    under review  ·  9 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Darcy Farrington supported this idea  ·  Feb 16, 2026

15. Ability to Edit/Delete System Tags

    38 votes

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    in the backlog  ·  12 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Darcy Farrington supported this idea  ·  Feb 16, 2026

16. Add "Add Document" Button to Bottom of Documents Checklist

    7 votes

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    under review  ·  0 comments  ·  Command » Documents and Compliance  ·  Delete…  ·  Admin →
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    Darcy Farrington supported this idea  ·  Feb 16, 2026

17. Delete Documents in Opportunities

    41 votes

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    under review  ·  6 comments  ·  Command » Documents and Compliance  ·  Delete…  ·  Admin →
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    Darcy Farrington supported this idea  ·  Feb 16, 2026

18. Auto-name each split document

    9 votes

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    under review  ·  1 comment  ·  Command » Documents and Compliance  ·  Delete…  ·  Admin →
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    Darcy Farrington supported this idea  ·  Feb 16, 2026

19. OPT in or OPT out option for Verification Code

    44 votes

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    under review  ·  13 comments  ·  Command » Documents and Compliance  ·  Delete…  ·  Admin →
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    Darcy Farrington supported this idea  ·  Feb 16, 2026

20. Email Reports for Individual SmartPlans

    34 votes

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    under review  ·  9 comments  ·  Command » Reports  ·  Delete…  ·  Admin →
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    Darcy Farrington supported this idea  ·  Feb 16, 2026