Leo O'Connor Jr

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  1. 25 votes
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    3 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    Yes!!! I just did this. It is super annoying for when you don't know what you dragged. Or maybe have us press an edit button to make the activities movable then we can switch it off when we are done. this way pressing that button i could move 20 things quickly (and not need to confirm after each one) but not do it by accident.

    Leo O'Connor Jr supported this idea  · 
  2. 16 votes
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    0 comments  ·  CRM » Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  3. 25 votes
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    2 comments  ·  Integrations » Marketing  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  4. 119 votes
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    7 comments  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    I use the today screen a lot for my todos and like to make that list go to zero. Currently the best way for me to see someone is out of the office is to be tagged on an activity that says that. Where I would like to see employee's out of the office or holidays is not mixed in with all day tasks or taking over the calendar but right below the days at the top of the page so we can quickly see when an advisor or admin is out of the office. If that was above the calendar and all day tasks were moved to below the calendar (so you don't have to scroll down past large lists to see the calendar). that would be best.

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    Leo O'Connor Jr commented  · 

    I want to just look at my own activities but then on the top of the calendar let me know who is scheduled to be out of the office (or at least on vacation).

    Leo O'Connor Jr supported this idea  · 
  5. 11 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  6. 347 votes
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    22 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  7. 12 votes
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    1 comment  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  8. 6 votes
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    1 comment  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  9. 177 votes
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    18 comments  ·  CRM » Documents  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  10. 4 votes
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    0 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  11. 55 votes
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    0 comments  ·  CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  12. 36 votes
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    3 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  13. 9 votes
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    0 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  14. 6 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  15. 32 votes
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    2 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  16. 28 votes
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    0 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  17. 18 votes
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    1 comment  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
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    Leo O'Connor Jr commented  · 

    Allow us to call those fields what we want. I'd also love a simple Open Date instead of the other options you have now.

  18. 428 votes
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    20 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  19. 132 votes
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    12 comments  ·  CRM » Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  20. 85 votes
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    2 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 

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