Randi

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  1. 11 votes
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    0 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
    Randi shared this idea  · 
  2. 13 votes
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    0 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
    Randi supported this idea  · 
  3. 28 votes
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    2 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Randi supported this idea  · 
  4. 6 votes
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    0 comments  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
    Randi shared this idea  · 
  5. 9 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Randi supported this idea  · 
  6. 4 votes
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    0 comments  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
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  7. 12 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
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  8. 6 votes
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    1 comment  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
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    Randi commented  · 

    YES!! I want the ability to print a notes history or export them to a PDF for printing/review.

    Randi supported this idea  · 
  9. 8 votes
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    0 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
    Randi shared this idea  · 
  10. 13 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Randi supported this idea  · 
  11. 21 votes
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    1 comment  ·  CRM » Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
    Randi supported this idea  · 
  12. 15 votes
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    1 comment  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
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    Randi commented  · 

    I think this is especially important! You could still have the note dated according so the timeline adds up, but in the background you would be able to see that is was created on a certain date even though it was "backdated" to be appropriate in the timeline.

    Randi supported this idea  · 
  13. 19 votes
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    1 comment  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
    Randi supported this idea  · 
  14. 6 votes
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    1 comment  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
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    Randi commented  · 

    In Preferences you can set up the ability to be notified when an activity is added that you are tagged in - is that what you are saying? You want notice when something gets added to your "to do"

  15. 10 votes
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    0 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Randi shared this idea  · 
  16. 9 votes
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    0 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
    Randi shared this idea  · 
  17. 54 votes
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    4 comments  ·  CRM » Family  ·  Flag idea as inappropriate…  ·  Admin →
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    Randi commented  · 

    Please Add "Mother" to the list as well. It seems counterproductive to have parent and father but not mother. If we are going to use general terms, keep it general, if you are doing to add specifics, please makes sure ALL specifics are available.

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