Your Suggestions
60 results found
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Filter new fields
There should be the option to filter over all contacts what is set in the new fiels created by oneself
1 vote -
mullawasim755@icloud.com
Bangladeshi
1 vote -
eporting multiple contacts
mutliple contacts for exporting
1 vote -
File attaching
Ability to attach PDF Possibly from iBooks
Ability to attach files from office 365/onecloud
1 vote -
Add new contacts directly into "default" group.
Allow me to set a default Group and add new contacts freely to that group without having to view all groups, and then add that contact, and then select that contact, and then place them in a particular group.
1 vote -
Thumbnail and list views for Files
List view and thumbnail views for files.
1 vote -
Edit Field List
To allow the deletion of previously created custom fields from the drop down list when selecting the + on the fields tab.
1 vote -
Pipeline
This is a great and simple CRM. Allow group subfolders in contacts. Allow custom naming of the folders. Option to turn on a record # count to the right of the name. This would allow for a visual pipeline to be created by users. And a quick reference of how many contacts are in what stage of the pipeline.
Option to force contact records to be sorted by date created.
1 vote -
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 -
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 -
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 -
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 -
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 -
PC
create a pc application.. I wouls pay anything for this,...
1 vote -
Filter new fields
There should be the option to filter over all contacts what is set in the new fiels created by oneself
0 votes
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