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  1. 38 votes
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    1 comment  ·  CRM » Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous supported this idea  · 
  2. 70 votes
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    3 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous commented  · 

    There is a wedding anniversary report
    Problem is it doesn't include what year anniversary. So you have to go into each indiv contact to see what year they are celebrating. Problem when you only want to send a card for 10, 25, 50 (milestone)

  3. 10 votes
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    0 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
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  4. 188 votes
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    12 comments  ·  CRM » Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. 265 votes
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    8 comments  ·  CRM » Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1,090 votes
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    61 comments  ·  CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  7. 3 votes
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1,111 votes
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    65 comments  ·  CRM » Family  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous supported this idea  · 

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