Leo O'Connor Jr

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  1. 77 votes
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    4 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  2. 46 votes
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    1 comment  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  3. 52 votes
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    1 comment  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  4. 8 votes
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    1 comment  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  5. 3 votes
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  6. 117 votes
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    9 comments  ·  Redtail Imaging » Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    We don't even use the document section but this idea just makes a LOT of sense.

    Leo O'Connor Jr supported this idea  · 
  7. 28 votes
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    1 comment  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  8. 3 votes
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  9. 92 votes
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    7 comments  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    I have workflows that trigger when new accounts are added to the system. I'd appreciate if that account number was included in the workflow it triggered.

    PS - would also like triggers based on new account types (but currently, by the time you add a proper account type, the account is no longer new. maybe let us put in a description before linking?)

    Leo O'Connor Jr supported this idea  · 
  10. 201 votes
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    9 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  11. 9 votes
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    1 comment  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  12. 121 votes
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    5 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  13. 54 votes
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    3 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    I want to add some automation for various things like when a new contact is entered (style sheet), or when a prospect in particular is entered, or when a certain status is changed to another status, like prospect to client, or client to former client, or client to deceased. Those all should be things to trigger certain automations. I don't just want an automation when i mark a contact deceased because it could be for a local CPA or just a new client's deceased spouse (whose inheritance we are dealing with) that we just want to keep track of.

    Leo O'Connor Jr supported this idea  · 
  14. 24 votes
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    0 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  15. 13 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  16. 15 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  17. 11 votes
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    0 comments  ·  CRM » Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  18. 42 votes
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    2 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    Let us be able to minimize certain boxes by default so the insurance ones can always be minimized until they become relevant.

    Leo O'Connor Jr supported this idea  · 
  19. 6 votes
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  20. 61 votes
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    11 comments  ·  CRM » Notifications  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    I agree. One place to see all of my notifications easily. Then let me filter by ones that trigger because of your setting or that trigger because someone was specifically drawing your attention to something.

    I just tried using a note to notify someone in the office about a phone message they received while they were out. There was no way to go directly to the note. By chance from the today view she went to notes where it was on top but if the note was for someone on vacation for a week it would be buried.

    Leo O'Connor Jr supported this idea  · 

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