Amber

My feedback

  1. 181 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    11 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Amber commented  · 

    It would be very useful to have an option to select workflows into the advanced search so you have more options of how you want to filter specific clients based on their workflows. This option would also help immensely to do bulk emails to clients with active workflows. It would also help immensely to be able to pull up custom exports and additional reports based on workflows.

    Amber supported this idea  · 
  2. 705 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    32 comments  ·  CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
    Amber supported this idea  · 
  3. 1,828 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    94 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Amber supported this idea  · 
  4. 132 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    12 comments  ·  CRM » Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
    Amber supported this idea  · 
  5. 28 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    Amber supported this idea  · 
  6. 235 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    12 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Amber supported this idea  · 
  7. 243 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    14 comments  ·  CRM » Timeline  ·  Flag idea as inappropriate…  ·  Admin →
    Amber supported this idea  · 
  8. 469 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    14 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Amber supported this idea  · 
  9. 428 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    20 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Amber supported this idea  · 

Feedback and Knowledge Base