An ability to automatically change all dates if the project is behind schedule. Currently, if we wait for a client to review/approve an aspect that is out of our control, then all of the dates are wrong, and it's a very big pain to go and change every single date for all the different tasks and activities that may have…
As with deals having all emails from the team and the client be logged to the project automatically [we use the spark email app for our day-to-day emails] would be fantastic currently, it needs to be done on the project page and only shows up if it has been sent from the project to the client and the client replies
OK cool, 1. Automation to send emails when a project is moved from one phase to another. This currently does not happen
What is happening: folks set up their Email Sync (without our help, so that we aren't able to make sure their settings are correct) and select settings to Automatically link emails to Deals and People and to Share their emails (instead of Private). This fills our system with emails that have nothing to do with Sales or…
add "latest email send" + "latest email received" as a filter for companies - just as these filters are available on for contacts (at least in the contacttimeline). This will be very helpfull in managing existing accounts.
As I understand it from this post, the Kanban columns are auto-sorted by activity. But that creates a problem for me that ultimately wastes my time and energy. Too often, I'm waiting for events to happen over a few days - as a result, it's impossible to remember 'last activity' - and I spend an inordinate amount of time…
This discussion has been merged.
VISUAL CUES: please give us more visual cues. All pipelines look the same, deals, organisations, people cards look the same. As a result, we're likely to make mistakes like paste our call notes into a People card when we meant to paste them into the Deal card. Org/people/deal cards tend to be text-heavy; please make our…
Simply, I don't understand why the project module is NOT on the phone app. Can you please add the project module to the phone app, android, and ISO.
I am wondering if there are plans to... * bring Notes into a column in List view (to be able to view & export notes) and to filter by text within notes * find text within a note when typed into Search I know that is is not best practice to rely on Notes to capture important information that could be listed and filtered…
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