When you are out visiting your facility and have a action step. I add that to do item to my tasks. It would be helpful if there was an action step once you worked on that task and complete it.
Need an option to add extension information. Current phone data does not allow enough characters to keep extension on same line as phone number. Either more characters on phone line entry or a new entry bix to add extension please.
to show an event or activity based on contact email sent in Gmail, another CRM Monday has this feature. I can see when and how many emails I’ve sent a contact as the CRM is linked to my Gmail account and recognizes emails in my contact list of the...
Develop a management report that shows dates of CRM access, not just the last login date and # of logins. This would ideally be located in the Productivity section of management reporting.