Sandra
My feedback
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9 votesSandra
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48 votes
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189 votes
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23 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!
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10 votesSandra
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628 votes
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93 votes
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56 votesSandra
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33 votes
An error occurred while saving the comment Sandra
commented
I completely agree with Robin. Adding it to the specific account might fit in some practices, but clearly not all. Having an additional spot under the contact details would be useful.
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75 votesSandra
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15 votes
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175 votes
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An error occurred while saving the comment Sandra
commented
Our office is also wanting to track this information. And sometimes a contact can have more than one trusted contact listed. Have this feature would be very helpful! Rather than having to create a UDF or such for this kind of thing since it is required. A rough timeline for this feature would be appreciated.
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52 votes
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Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.
31 votesSandra
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16 votes
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345 votes
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9 votesSandra
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27 votes
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43 votes
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15 votes
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This would be extremely helpful for our office as well to narrow clients with account values greater than or less than a specified amount in addition to identifying zero balance accounts. Please add feature.