Anonymous
My feedback
2 results found
-
841 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment -
30 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Anonymous commentedSince the new Outlook Sync feature works off of tag groups, it would be nice to have the ability to create a tag group for say John Doe's clients, once that client record is assigned to John Doe as the servicing advisor, the tag group would then automatically add said client so that his contact information then seamlessly transfers into Outlook.
Anonymous supported this idea ·
Would love to see this happen sooner than later!