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Settings and activity

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  1. 9 votes

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    Chris Zrout commented  · 

    Provide a function like DATEDIF, but it only takes 1 input date and calculates the value against the current date.

  2. 6 votes

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    Open  ·  1 comment  ·  Product Ideas » Companies  ·  Admin →
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    Chris Zrout commented  · 

    The same kind of archiving functionality for deals, but for people records

  3. 6 votes

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    Open  ·  1 comment  ·  Product Ideas » Email  ·  Admin →
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    Chris Zrout commented  · 

    Emails can only be deleted one at a time. It would be nice if you could do it in bulk.

  4. 5 votes

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    Open  ·  3 comments  ·  Product Ideas » Deals  ·  Admin →
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    Chris Zrout commented  · 

    When a deal owner changes it also changes the owner of the people associated to the deal. We would like the option to retain the people owners.

  5. 1 vote

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    Open  ·  1 comment  ·  Product Ideas » Activities  ·  Admin →
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    Chris Zrout commented  · 

    This is related to associating a person or company to a deal. If a person or company had no previous deals then all of its activities would become associated to the deal. It would be preferable if users had the option to disable this functionality.

  6. 18 votes

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    Open  ·  3 comments  ·  Product Ideas » Email  ·  Admin →
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    Chris Zrout commented  · 

    When multiple users in an account are synced, it is easy for duplicate activities to be created when multiple users in an account are cc'd in an email to the customer. It would be nice if there was a more streamlined process to do this instead of each user adding each other to their ignored senders lists.

  7. 3 votes

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    Chris Zrout commented  · 

    The ability to create multiple closed deal stages. We would like to have another 0% stage called "Lead".

  8. 2 votes

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    Open  ·  0 comments  ·  Product Ideas » People  ·  Admin →
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    Chris Zrout supported this idea  · 
    Chris Zrout shared this idea  ·