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  1. 22 votes
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    1 comment  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
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  2. 4 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous shared this idea  · 
  3. 43 votes
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    4 comments  ·  CRM » Notifications  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous commented  · 

    Email notifications need a link to the activity/workflow its associated with. Too many times i look at an email update to an activity or workflow step/task then i have to spend time searching for that item when i should just be able to click on it.

    Anonymous supported this idea  · 
  4. 18 votes
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    0 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
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  5. 49 votes
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    11 comments  ·  Integrations » Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous commented  · 

    you can set that label format up as a mail merge and run it on a single contact.

  6. 57 votes
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    2 comments  ·  CRM » Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous commented  · 

    colors in the body of any text box within RT please

  7. 70 votes
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    9 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. 13 votes
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    0 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. 12 votes
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    0 comments  ·  Integrations » Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
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  10. 12 votes
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    0 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
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  11. 21 votes
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    0 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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  12. 17 votes
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    1 comment  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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  13. 99 votes
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    1 comment  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
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  14. 45 votes
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    0 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
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  15. 12 votes
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    0 comments  ·  Integrations » Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
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  16. 40 votes
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    0 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
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