Contacts & Jobs
23 results found
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Activity Default to "All" instead of "User Created"
We would prefer if the activity for a job populated to "All" instead of "User Created" (or make a setting to change in back end) because we have to change it every time to get "all" the information for a job; thus, defaulting to show you/us everything relevant, instead of only the user created items.
27 votes -
Formatting for Notes Text
Bold, Italic, Underline, color, etc.
It would be nice to be able to bold or change the color of text in notes to make them stand out
26 votes -
Activity should include Automation events, notifications
We have automated notifications that are emailed to our clients. The System created activities should include copies of those emails send out or at least a note that it was done
17 votes
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