Leo O'Connor Jr
My feedback
176 results found
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28 votes
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3 votes
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16 votes
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28 votes
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6 votes
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17 votes
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An error occurred while saving the comment 100%! Even allow us to set this up in options for autoroll activitites with certain statuses (checking the box of all but the meeting, scheduled calls, out of office). That way we don't even have to click the button per activity.
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21 votes
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20 votes
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20 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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462 votes
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24 votes
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146 votes
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An error occurred while saving the comment Memberships is how I add adult children that have accounts with us to a contact. That way they each get their own marketing materials. If I left them all in family then the adult child would be left out of marketing campaigns.
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30 votes
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An error occurred while saving the comment Wow, found this needed to be done so I thought I'd suggest it. Guess I already have.
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41 votes
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An error occurred while saving the comment With UDFs currently, I have spacing to make a UDF clear but I find that is only possible to see that when in editing mode. By default when looking at the UDF everything is pushed together making it harder to read than it really was meant to be. I'd like to be able to hover over the UDF to see what the whole thing says with my formatting. This may be better to do that show the formatting in the window by default because for some it may take up too much room if they use lots of account level UDFs.
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11 votes
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An error occurred while saving the comment We have a couple clients that do different things with different accounts. This would be perfect to do for them. and seemingly not too hard to implement.
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15 votes
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31 votes
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42 votes
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38 votes
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An error occurred while saving the comment This, again yes, this. I sometimes get asked what an activity is about because someone got the email notification before I have even finished writing in a description.
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25 votes
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I usually work out of the Today view and when I schedule multiday activities I am giving myself more chance to see it. Except of course the system does what it does now and does not show it to be each of those days. This needs to be fixed.