J Hansen
My feedback
46 results found
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32 votesJ Hansen supported this idea ·
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14 votes
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12 votesJ Hansen shared this idea ·
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19 votes
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11 votes
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21 votes
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An error occurred while saving the comment J Hansen supported this idea · -
13 votesJ Hansen supported this idea ·
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9 votesJ Hansen shared this idea ·
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25 votesJ Hansen supported this idea ·
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409 votes
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J Hansen supported this idea · -
211 votes
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56 votes
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J Hansen supported this idea · -
1,718 votes
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An error occurred while saving the comment J Hansen commentedIt would be extremely helpful to have an option to either:
1) Create a uniform calendar color code across an entire organization,
or
2) Copy one user's calendar/activity colors to another userCurrently, when a new user gets created, they have a default system color scheme. If we want to match them up with the rest of the organization, we have to go through them all one by one and change them to match. Kind of time consuming. What inevitably happens is the user will match some of the colors but not all, and then it starts to get confusing when an advisor looks at the receptionist's calendar and the colors aren't the same... Would be nice to have an easy way to coordinate colors across the whole organization.
J Hansen supported this idea ·An error occurred while saving the comment J Hansen commentedIt would be very helpful to have the option to (1) assign a global calendar color scheme to all users AND/OR (2) be able to copy one user's calendar color scheme to another user.
We want to coordinate colors amongst all users and don't see a simple way to do that currently. As far as I can tell, currently we have to go in and screen-shot the existing colors and then manually enter them one-by-one for the new user. Is this the only way?
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1,217 votes
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24 votes
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An error occurred while saving the comment J Hansen commentedWe too would like to have the option to set a default preference of OFF/UNCHECKED for the Enable Birthday Reminders checkbox.
All our new contacts get added as Leads or Referrals, and only once they become a client do we want to be reminded of their birthdays. It would be much easier to go back in and check the box for the ones that become a client, rather than having to uncheck the box for all the Leads and Referrals we don't end up working with...
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148 votes
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An error occurred while saving the comment J Hansen commentedPLEASE also consider adding a Condition that checks for a particular Keyword assigned to a contact. Example in our case: On email change, if the contact has the email newsletter keyword attached, send a message to the receptionist to change the email address in the online newsletter system.
(BTW it's Constant Contact in our case. Would be nice if the email could be updated automatically through the Constant Contact integration but that's another issue...!)
Thank you.
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54 votes
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542 votes
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An error occurred while saving the comment J Hansen commentedI would also like to request these fields:
Mobile phone
Spouse mobile phone
Spouse email
Spouse birthdateAn error occurred while saving the comment J Hansen commentedYes! We vote for:
SS#
Spouse SS#
Spouse DOB
And most importantly:
CELL PHONE NUMBER!J Hansen supported this idea · -
593 votes
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An error occurred while saving the comment J Hansen commentedWhen designing a workflow, if I change the order of steps within the workflow by dragging and dropping a step, it sticks on the screen in the new order, but as soon as I change or save a task or step, it reverts back to the original order. It's not saving the new order that I want... ?!
J Hansen supported this idea · -
529 votes
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J Hansen supported this idea ·
Yes please!