639 results found
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Customizing the PDF when printing out companies/people
We are a small asphalt business and love to print out the files for our companies/people to have on hand or for the owner.
When we go to print out the PDF for a person (for example) it's very blank and doesn't include the summary.
Either customizing it or having it as a list format that portrays everything on the person's dashboard would be ideal. Otherwise we are printing out a blank pdf with only the first and last name with their address - which is useless.
2 votes -
Properties: I would like to be able to enter Property Addresses into my CRM and be able to search them.
1) Enter Property Addresses into my CRM and be able to search them like we do Companies.
2) Option to select to visually see the property addresses I've entered displayed on a map
3) within this option to show who the owner is, the last entry date of ownership,
* last time I spoke or followed up with the owner or their designee,
* who the property manager for this property is
* matrix of the property (square footage, purchase price, CAP rate)
* the ability to customize and add other options.
* ability to upload a spreadsheet with data…2 votes -
Primary Contact Next Task Columns in Deals
Add columns for the primary contact next task in the deals list.
1 vote -
Add additional Pipeline views to Dashboard options
It would be great if we could add additional filtered/saved Pipeline views to our dashboard to allow us to see the details of each Pipeline on the page without requiring that we update the filters.
1 vote -
Person hierarchy/multiple association to represent relationships
Ability to cascade relationships OUTSIDE of multiple/single associations.
1 vote -
Send notification email to all users in account
As an admin I would like to send a custom email notification to all users in the account.
1 vote -
Option of having a Parent Company in order to see what companies are under the Parent Company easily.
Create an option for Parent Companies, many of our customers/prospects are part of a group of companies and it is a manual process for us to keep track of it and many colleagues do not update the info or track it in a different way, when we share a group of companies with others it is difficult to keep track of changes, etc.
In the parent company view, we should be able to see all of the companies listed in one view and a "Parent Company" field in companies. Parent Companies would act the same as a company, i.e. you…
3 votes -
Unique URL for Templates
Email templates should have a unique url so you can easily reference them with teammates in an email.
8 votes -
1 vote
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Add checkbox instead of adding people individually into a Deal
In the Deals screen, allow me to add more than one person at a time with checkboxes. In the Deals screen, once a company is selected, a list of names appears. To add them into the deal only one name may be selected to add into the deal at once. I would prefer it if instead you would provide checkboxes so that all the names I want can be selected and added at once. The inability to to add more than one person at a time, is painful
4 votes -
1 vote
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Filter Recent Updates using the Name column
Ability to be able to filter using the Name column under Recent Updates - this would make it easier to search for a specific Deal, Company,Person, etc - helpful for when an update cannot be found under Activity feed
1 vote -
Add Company Field changes to the Deal Activity Feed
When the Company field is updated on a Deal, this should be reflected in the Activity feed as well
1 vote -
Adding a person into the system - Type Default
When he enters a person into the system, the workflow should be that the person is a lead and then he/she turns into a contact. Kenny would like the default to be a lead and then he should have to select "Contact" once the lead has been nurtured into the relationship state of contact.
1 vote -
Allow Admins to view users with email sync on
Allow Admins users to be able to view who has their email sync on
1 vote -
1 vote
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Bulk Retry on Failed Recipients of Email Campaign
Have the option to bulk retry on emails where campaign failed to send
1 vote -
9 votes
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You should enable email notifications for tasks, not only for events.
You should enable email notifications for tasks, not only for events.
1 vote -
lead
Please allow for the activity category for incoming web form information to be customized rather than those activities only being added under the 'Incoming Lead Notes' category. We would like to be able to change this to something that makes more sense for our business.
1 vote
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