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Accounts & Contacts

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Please allow the ability to see Additional Communication notes

The notes that imported over from trella edge show up in that section.
Guest 7 months ago in Accounts & Contacts 1 Released

Event contacts

when completing an event in activities it only allows for 10 contacts. Can it allow more so that we don’t have to create another event in order to add everyone we had contact with especially for big events
Guest over 1 year ago in Accounts & Contacts 4 Released

Edge Notes

When entering and completing an activity it doesn’t allow for notes without having to complete it and then going back in to add a note. Could it just be added to a field within the activities so that once we hit complete everything is entered.
Guest over 1 year ago in Accounts & Contacts 1 Released

To have the Additional Communication in the CRM App

The Additional Communication field on the CRM web app should be included in the CRM mobile app.
john Agravante over 1 year ago in Accounts & Contacts 0 Released

Have a Request Ownership button on mobile

To have a button to request ownership for accounts and contacts on mobile
john Agravante almost 2 years ago in Accounts & Contacts 0 Released