Settings and activity
4 results found
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20 votes
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customercare
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2 votes
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commented
Provide a 'Next' button on all Deal, People and Company profiles.
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7 votes
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commented
Provide the ability to bulk reassign Agenda items from the Agenda List View.
Provide the ability to bulk delete Tasks and Events from within a profile.
Provide the ability to edit more then one Agenda item at a time.
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9 votes
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commented
Provide the ability to combine Person profile information with Deal profile information so that all Person, Company and Deal information can be displayed all on one profile.
Provide the ability to create a Person, Company and Deal record all together, at the same time.
Provide the ability to add a Person while adding a Deal associated to that Person as opposed to currently where if I get a new Deal from a referral I have to go add the Person first and then add the Deal.
Provide additional for viewing the details that show when doing a search for a contact on the Global Search.
Provide a configuration for the Global Search that will allow for specifiying which results you see first (e.g. seeing Company records first).
Enhance the Global Search to only show records 'I created' or have 'my records' show on the top.
Enhance the search capabilities of the Global Search when it comes to seraching for addresses.