Michael C.

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  1. 3 votes
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    0 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. shared this idea  · 
  2. 4 votes
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. shared this idea  · 
  3. 34 votes
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    1 comment  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. shared this idea  · 
  4. 113 votes
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    5 comments  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. supported this idea  · 
  5. 83 votes
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    4 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. supported this idea  · 
  6. 51 votes
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    2 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. supported this idea  · 
  7. 40 votes
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    1 comment  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. supported this idea  · 
  8. 33 votes
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    1 comment  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. supported this idea  · 
  9. 30 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. supported this idea  · 
  10. 43 votes
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    6 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. supported this idea  · 
  11. 42 votes
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    5 comments  ·  CRM » Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. commented  · 

    These is currently NO POSSIBLE WAY to export Role information from a contact record, it is not available on a report and is not an available field for a custom export - this is a serious oversight.

    Michael C. supported this idea  · 
  12. 152 votes
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    10 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. supported this idea  · 
    Michael C. commented  · 

    I can't agree enough with this - Roles are a key feature of scalable workflows yet they are hidden at least two clicks off the main page in possibly the most out-of-the-way place possible on a contact record when they should be front and center in the Contact Details section. Please move them there, and ideally offer the ability to fill in all 3 at once based on pre-defined teams (with the option to edit individuals as needed).

  13. 49 votes
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    4 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. commented  · 

    Agreed with both comments. PLEASE add the ability to specify options like first or last business day of a month or a way to schedule an event that occurs the first two business days of every month.

    Michael C. supported this idea  · 
  14. 6 votes
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    1 comment  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. shared this idea  · 
  15. 418 votes
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    13 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. supported this idea  · 
  16. 423 votes
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    28 comments  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. supported this idea  · 
  17. 326 votes
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    24 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Michael C. supported this idea  · 

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