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Scott Crane

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  1. 106 votes
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  2. 11 votes
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  3. 21 votes
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  4. 12 votes
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  5. 15 votes
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  6. 5 votes
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  7. 9 votes
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  8. 9 votes
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  9. 38 votes
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  10. 70 votes
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  11. 19 votes
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    Scott Crane commented  · 

    This is exactly the reason I rarely use the app. If the Activities section was Past Due and Next 30 Days like in the CRM, it would be so much more useful

    Scott Crane supported this idea  · 
  12. 33 votes
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  13. 251 votes
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  14. 842 votes
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  15. 235 votes
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  16. 28 votes
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  17. 348 votes
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  18. 759 votes
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  19. 564 votes
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  20. 1,348 votes
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    Scott Crane commented  · 

    Currently we have to add professional contacts in two places (memberships & professional contacts) and family in two places (family & memberships). We should only have to add contacts in one place, and we should be able to view all contacts in one place without having to run a report.

    This could be done with a simple Contacts or Relationships section. Showing Family, Extended Family, Friends, and Professional/Business Contacts.

    An error occurred while saving the comment
    Scott Crane commented  · 

    Remove the Memberships section and expand the Family section, so that on one page it is divided into the following segments:

    1. Immediate Family (keep the family name section here)
    2. Extended Family
    3. Friends/Co-Workers
    4. Business/Professional Relationships

    We should not have to click several different places to find out who are client is related to. It makes for a more complicated user experience. Why not have have everything in one location. Less clicks the better.

    Thanks!

    Scott Crane supported this idea  · 

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