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PETER JUDGE

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  1. 30 votes

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    Viewed  ·  7 comments  ·  Settings » Workflows  ·  Admin →
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    PETER JUDGE supported this idea  · 
  2. 73 votes

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    PETER JUDGE commented  · 

    It would be nice if we could select multiple tasks from a list to be 'completed' in one go.

    PETER JUDGE supported this idea  · 
  3. 29 votes

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    PETER JUDGE commented  · 

    The limited flexibility of search criteria requires that multiple lists be constructed each differing only slightly.

    It would be nice to 'copy' a report and then change one field rather than reconstruct the entire report 20 times.

    PETER JUDGE supported this idea  · 
  4. 49 votes

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    PETER JUDGE supported this idea  · 
  5. 46 votes

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    Viewed  ·  3 comments  ·  Integrations » Calendar  ·  Admin →
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    PETER JUDGE supported this idea  · 
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    PETER JUDGE commented  · 

    If JOBS were synced with Google Calendar this would make data entry so much more efficient. The whole JOB does not have to be linked, just the title, type, date and times; same as for an APPOINTMENT.

    Could you not make an option to make the JOB entries appear as appointments for the purposes of Google Calendar syncing.

    As it stands, a redundant appointment has to be made for every job entry. This is getting pretty old :-) and really detracts from what is otherwise a commendably streamlined and highly customizable system.

  6. 17 votes

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    You can create tasks directly from the calendar, which would allow you to see the calendar to a certain extent while creating that task, but it’s not ideal and we definitely want to do this.

    Thanks for the suggestion!

    PETER JUDGE supported this idea  · 
  7. 225 votes

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    PETER JUDGE supported this idea  · 
  8. 59 votes

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    This definitely seems like something we would do as part of “Company” support where if only a Company name is added, then it would change to a Company icon rather than a Contact icon.

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    PETER JUDGE commented  · 

    Contacts should inherit information from Companies.

    PETER JUDGE supported this idea  · 

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