Your Suggestions
60 results found
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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 -
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 -
4 votes
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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 -
Sync with Full Contact
Sync with Full Contact.
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 -
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 -
Tags
Tags the soon the better
5 votes -
7 votes
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Some ideas
Idea 1: Make the searchbar free.
For example if my contact is Firstname:Roger Lastname:Last.My sortorder is last, first.
Today I can search "roger" but when I type "L" there is no contacts.
Opposite if I start with "Last" I can continue with his first name and the contact is presented with no problem.
Idea 2: Give us options to filter. For example given fields in contacts like town.
Idea 3: Choose more then one contact. For ex to use to send a mail to more then one person. Or ex make all contactpersons in one company a special group.
7 votes -
Mapping suggestions
A map that could be used for routing one's day and a map that could list contacts by category, i.e., high-rise buildings, artchects, engineers, and etc.
4 votes -
Publish your latest Contacts Journal
Export to Publish an Print an ever updating contact list, with the option of selecting the relevant fields to display in columns, be it alphabetically, via company, field, job title
3 votes -
LOG Entries to have their own set of customisable LOG FIELDS
Replicate the FIELDS tab functionality that currently exists for a CONTACT into individual LOG entries.
That is, you create a set of custom LOG FIELDS (the same way you currently can create a custom Contact Field) and then each time you create a new LOG ENTRY, you can complete the data for the LOG FIELDS as they relate to that particular log entry.
That way, you can create a custom checklist to be completed as part of each log entry in addition to the free form text that you currently can record.
Then allow the data in LOG FIELDS to…
18 votes -
A TODO title should be editable, not just a contact name
A TODO title should be editable. When it shows up in my iCal, I don't want to only see a contact name, I want to see a title that has deeper reference. Maybe it's an initial client meeting or a follow-up meeting, maybe it's a photo shoot, etc.
7 votes -
Orders and Invoices
I way a person - sales person - can create an order which then can be seen by a delivery person which then can be emailed as an invoices upon delivery.
3 votes -
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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