56 results found
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If you log a call, it will automatically put in PD !!!
If you log a call that you made - as if when you are driving - that it will AUTOMATICALLY input the call in PD. for instance:
Follow up call made on this date to >>>>>>
1 vote -
1 vote
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1 vote
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Activities/Agenda
Provide a way to filter activities in list view.
Provide filtering in Agenda for more columns -including Person categories
1 vote -
templates
The tasks within to-do templates needs the ability to be sorted manually.
1 vote -
Send yourself email copy of an existing activity
You can send yourself an email copy of the activity in the notify others section, but after the activity is saved you can no longer send yourself a copy.
1 vote -
Ability to set created at time for activity before saving
I use the ability to change the activity time frequently, so it would be more streamlined if I could set the time before saving the activity.
1 vote -
Keep files attached to a deal activity associated to the deal
When a user creates an activity from the Company Profile they have the option to associate the activity to a deal. If the user also attaches a file to the activity, the file will be associated to the company, but not the deal.
1 vote -
The ability to toggle whether email sync associates activities to closed deals
We would like a way for emails to be captured on a deal page once the deal is booked. We do a lot of implementation after a deal is booked so tracking is very important.
1 vote -
activity
Add button to edit or delete an activity rather than housing it beneath the three vertical dots in the corner of the activity's window.
1 vote -
1 vote
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Allow adding group of people as collaborators on an activity rather than requiring that they be selected individually
It would be great if there was a way to create a group tag that alerts multiple people on an activity. For instance, our team is growing, and instead of having to write out and tag each of our names individually, being able to instead tag @_____ in a comment that emails all of us on that team team.
1 vote -
Activity feed - why do I have to click on the add person then click in the box to add a ap erosn. This is a huge amount of effor I do over a
Have the box where you add people (Notify Others) already open so I can click or tab into it and type the name of the person I have to add to the conversation
Every single activity I do I have to add a person. Doing this time after time is tedious as I have to do it with a mouse.1 vote -
Ability to place a task or f/up on an activity
It would be great to be able to place a task or f/up flag on activities rather than having to close out of the activity and then create a new task somehow referencing back to that particular activity.
1 vote -
0 votes
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0 votes
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