4 results found
Not sure of category...
Currently we are able to mark Contact Fields as Required.
The issue is that it is all or nothing.
Would like to be able to use conditional logic to assign these as needed, not on all clients or stages.
If a client is moved to a sold status, a sale date would be required.
If lead source equals Referral, referring individuals name and email would be required.
These are specific instances, but this would be useful across industries.4 votes
I would like a template field to include Profile information from the profiles of team members assigned to the contact. Not just the Sales Rep2 votes
Having a name with an accent and allowing that format to stay on the contact info without it causing an error is extremely important to many clients whose name pronunciations are not the same without the added accent above certain words. (Ie. fiancé, résumé, etc.)1 vote
It would be beneficial if we could rearrange the order that our locations are listed. Much the same way you can rearrange statuses by dragging & dropping.3 votes
- Don't see your idea?