Settings and activity

22 results found

1. Highlight, right click to Add contact demographics. Eg. Highlight in lincke or email and parae to create new contact recor

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   Open  ·  0 comments  ·  Product Ideas » People  ·  Delete…  ·  Admin →
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   Randy Bloom shared this idea  ·  October 01, 2021

2. Add quoting feature

   7 votes

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   Open  ·  0 comments  ·  Product Ideas » Quoting and eSignaturess  ·  Delete…  ·  Admin →
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   Randy Bloom supported this idea  ·  October 01, 2021

3. Customizable automated templates

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   Open  ·  0 comments  ·  Product Ideas » Automations and Workflows  ·  Delete…  ·  Admin →
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   Randy Bloom supported this idea  ·  October 01, 2021

4. Make the Morning Coffee Report customizable

   20 votes

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   Under consideration  ·  0 comments  ·  Product Ideas » Reporting  ·  Delete…  ·  Admin →
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   Randy Bloom supported this idea  ·  October 01, 2021

5. Improved Visibility Settings and Capabilities

   7 votes

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   Open  ·  3 comments  ·  Product Ideas » Users  ·  Delete…  ·  Admin →
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   Randy Bloom commented  ·  October 01, 2021  ·  Edit…  ·  Delete…

   Allow admin to share Contacts (not email or notes) of any selected Contact or Company

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   Randy Bloom supported this idea  ·  October 01, 2021

6. Improve the process of adding new companies/deals/people and linking them

   9 votes

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   Open  ·  3 comments  ·  Product Ideas » Data Cleanliness  ·  Delete…  ·  Admin →
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   Randy Bloom supported this idea  ·  October 01, 2021

7. Icon added for locked fields visible to all users

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   Open  ·  0 comments  ·  Product Ideas » Account Customization  ·  Delete…  ·  Admin →
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   Randy Bloom supported this idea  ·  October 01, 2021

8. Conditional Fields

   16 votes

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   Open  ·  4 comments  ·  Product Ideas » Data Cleanliness  ·  Delete…  ·  Admin →
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   Randy Bloom supported this idea  ·  August 30, 2021

9. Allow multiple users to be assigned to contacts (Allow for Contact Sharing). Even in hierarchies peole need to see the Laywer, the Janitor,

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   Open  ·  1 comment  ·  Product Ideas » People  ·  Delete…  ·  Admin →
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   Randy Bloom commented  ·  August 30, 2021  ·  Edit…  ·  Delete…

   Add 1 user selectablecustom column to deals shown in company page. Allow all shown fields to be edited without opening deal.

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   Randy Bloom supported this idea  ·  August 30, 2021
   Randy Bloom shared this idea  ·  July 15, 2021

10. Deal Modal Customization on the Company profile

    11 votes

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    Open  ·  0 comments  ·  Product Ideas » Account Customization  ·  Delete…  ·  Admin →
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    Randy Bloom shared this idea  ·  August 04, 2021

11. Email tools available in line within the Email

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    2 votes

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    Open  ·  0 comments  ·  Product Ideas » Email  ·  Delete…  ·  Admin →
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    Randy Bloom shared this idea  ·  August 04, 2021

12. Add additional functions to email

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    Randy Bloom supported this idea  ·  August 04, 2021

13. It would be nice to click on all the emails we wish to ignore in the email function and have a mass delete of those. Right now, in order t

    6 votes

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    Open  ·  1 comment  ·  Product Ideas » Email  ·  Delete…  ·  Admin →
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    Randy Bloom supported this idea  ·  July 15, 2021

14. People activities should auto-select deal (when only one exists)

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    Open  ·  0 comments  ·  Product Ideas » People  ·  Delete…  ·  Admin →
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    Randy Bloom supported this idea  ·  July 15, 2021

15. In the People list it would seem to be helpful to freeze BOTH full name and company so that it can be scrolled along without losing sight

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    Randy Bloom supported this idea  ·  July 15, 2021

16. Provide an integration with LinkedIn

    33 votes

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    Under consideration  ·  1 comment  ·  Product Ideas » Integrations & API  ·  Delete…  ·  Admin →
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    Randy Bloom supported this idea  ·  July 15, 2021

17. Respond to sent emails from activity feed

    5 votes

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    Randy Bloom supported this idea  ·  May 20, 2021

18. Change font sizes and darker colors for Deal List

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    Open  ·  0 comments  ·  Product Ideas » Deals  ·  Delete…  ·  Admin →
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    Randy Bloom supported this idea  ·  May 20, 2021

19. Having the ability to resize the blocks on the "People" view

    4 votes

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    Randy Bloom supported this idea  ·  May 20, 2021

20. Add system fields for products and pricing

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    Randy Bloom supported this idea  ·  May 20, 2021