Your Suggestions
60 results found
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Broadcast email
Need to be able to do group email broadcast.
6 votes -
Todo list for the day
I want to see all Todo's that should be taken care of for the same day - is that possible?
1 vote -
User chooses tab order
Let users put the tabs in whatever order they want such as putting info first rather than logs.
1 vote -
Rich text support in logs
Logs - support for HTML/rich text
2 votes -
Additional email options
Mail using GMail instead of Apple Mail.
9 votes -
add buttons to quickly write the date and relevant info whent taking notes ... [Short date][Long Date][Time][Device][Location]
add buttons to quickly write the date and relevant info whent taking notes like ...
[Short date][Long Date][Time][Device][Location]
3 votes -
Im using this for client records, so need to capture the same info for each client, so would like to be able to create a template applicable
Have the FIELDS tab as a customisable template (used to capture the same data for each client).
1 vote -
Reset Pin color back to default
I would like to be able to reset all my pins on the map back to the default color
2 votes -
Show related emails by contact
Automatically collect emails and attach them to each contact. When I open the contact, I would see a payne with all emails to and from any emails listed on the contact. Great for tracking business, volunteer and personal coorespondance by person.
6 votes -
Various Recommendations - Time Savers
To be able to manually move the contacts in a "call" order within a group rather than in the default alphabetical order.
To be able to search the scroll wheel of locations.
Option to either include or exclude Log Pins from the map to allow for less clutter if required.
Thank you
1 vote -
Contact by default should open on "Info" tab
when you click on a contact, the first default page should be INFO, not LOGS, or let the user change the tab order
7 votes -
Ability to swipe through log entries on IPad.
The ability to swipe through log entries on the iPad like you can do for file attachments.
1 vote -
exporting to Square
Make it easy to export customers to square
1 vote -
To Do List unrelated to contacts
TO Do List for the things that we need to get done that do not pertain to contacts
1 vote -
4 votes
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Color Code Contacts
Is it possible for me to color code a contact (perhaps by a user field)? I ask as it is a simple way for me to look at my contact list and quickly determine contacts as priorities. In my line of business Green means participating, yellow a "maybe", and Red is a "no way".
While I could create a user field stating involvement, a color on a contact quickly and easily gives me the visual I need to adjust and prioritize my day.10 votes -
Delete contact.
How to delete a contact
1 vote -
Sync with Full Contact
Sync with Full Contact.
1 vote -
Logs - please also mention at the header the name of the company
Now the log header only mentions the name of the contact. It would be more easy to have also the name of the company mentioned.
Thanks for taking this into consideration.
1 vote -
Have powerful filters to make powerful lists based on e.g. the type of prospect
Be able to apply filters based on f.e. the type of prospect, e.g. information gathering, referral, first meeting, conquest prospects.
Also I would like to be able to filter costumers where there is inactivity for certain period, f.e. 1 month, quarter, year. In this way I can easily find inactive customers and be active on this ones.
10 votes
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