Anonymous
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32 votesAnonymous shared this idea ·
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17 votesAnonymous shared this idea ·
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110 votes
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92 votes
An error occurred while saving the comment Anonymous commentedAt present, in Attachments, it defaults to 5. Please change it to be settle-able to 10, 25, 50, 100 instead of always defaulting to 5 because we have to manually change it every time. For managers, this slows everybody down.
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9 votesAnonymous shared this idea ·
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13 votes
As we continue building out our document builder, this is definitely an option we want to add.
We’ll let you know when we’re able to get this in.
An error occurred while saving the comment Anonymous commentedAt present, we can create Document templates and then use them. However, they are assumed to be to be sent to contact by default. That should change to allow sending to anyone assigned or rep etc. Also, please add the ability to name the document once its created so if we use the same document multiple times. Thank you.
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14 votes
This would be great, thanks for submitting this idea!
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62 votesAnonymous supported this idea ·
At present, when we have to move a note, we have to cut and paste it elsewhere and delete the one in the wrong place. It would be nice if we could click the Elipsis on the note and have an option to move it to the Related Contact or Related Job.